Investment adviser representative · Boardwalk Financial Strategies LLC
Colbey J. Grisar
CRD 8117764 · Hartland, WI
At a glance
Colbey J. Grisar is an investment adviser representative with Boardwalk Financial Strategies LLC in Hartland, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Colbey’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Boardwalk Financial Strategies LLCSince August 2025Hartland, WI · $198M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Colbey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.