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RIA / WealthAdvisorCertified Financial Planner10 years in industry

BRITTANY LYNN FALKNER

Advisor at BOARDWALK FINANCIAL STRATEGIES LLC

HARTLAND, WI

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Search this name across graphsid dfx:ria:11af8d02-53a5-5d79-7f7b-27d0abea937d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOARDWALK FINANCIAL STRATEGIES LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Oct 26, 2016
First registration: Oct 26, 2016
Dual registered: no
Other names: BRITTANY LYNN KOMOROWSKI
IAPD individual key: 6501621

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOARDWALK FINANCIAL STRATEGIES LLC	Independent wealth	Jun 27, 2023	n/a	yes	HARTLAND, WI	Current employment
CHARTER CAPITAL MANAGEMENT, INC	Independent wealth	Jan 24, 2020	Jun 9, 2023	no	BROOKFIELD, WI	Previous registration
LIBERTY FINANCIAL GROUP, INC.	Independent wealth	Jul 17, 2019	Jan 16, 2020	no	ELM GROVE, WI	Previous registration
FINANCIAL SERVICE GROUP INC	Independent wealth	Oct 26, 2016	Feb 22, 2019	no	MOUNT PLEASANT, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARTER CAPITAL MANAGEMENT, INC	BOARDWALK FINANCIAL STRATEGIES LLC	Jun 9, 2023	Jun 27, 2023	18	Firm change	RIA to RIA
LIBERTY FINANCIAL GROUP, INC.	CHARTER CAPITAL MANAGEMENT, INC	Jan 16, 2020	Jan 24, 2020	8	Firm change	Other
FINANCIAL SERVICE GROUP INC	LIBERTY FINANCIAL GROUP, INC.	Feb 22, 2019	Jul 17, 2019	145	Firm change	Other

Relationships

Registered with (4)

→ BOARDWALK FINANCIAL STRATEGIES LLCRegistered adviserregistration: current employment
Jun 27, 2023 to presentfactForm ADV
→ CHARTER CAPITAL MANAGEMENT, INCRegistered adviserregistration: previous registration
Jan 24, 2020 to Jun 9, 2023factForm ADV
→ LIBERTY FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jul 17, 2019 to Jan 16, 2020factForm ADV
→ FINANCIAL SERVICE GROUP INCRegistered adviserregistration: previous registration
Oct 26, 2016 to Feb 22, 2019factForm ADV

Dated events

Occurred
Jun 9, 2023
Advisor changed firm
Brittany Lynn Falkner left Charter Capital Management, Inc for Boardwalk Financial Strategies Llc (registered 2023-06-27)
Form ADVobserved 5 days ago