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Heidi Marie Rodenbaugh

Chief Compliance OfficerBoardwalk Financial Strategies LLCCRD 7716879

About Heidi Marie Rodenbaugh

Heidi Marie Rodenbaugh is listed as Chief Compliance Officer at Boardwalk Financial Strategies LLC in Hartland, WI. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Boardwalk Financial Strategies LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Heidi Marie Rodenbaugh work?

Heidi Marie Rodenbaugh is listed as Chief Compliance Officer at Boardwalk Financial Strategies LLC on SEC Form ADV.

How much of Boardwalk Financial Strategies LLC does Heidi Marie Rodenbaugh own?

Form ADV reports a beneficial ownership band of Under 5%.

Boardwalk Financial Strategies LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
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