Matthew Vandre, financial advisor Brookfield WI

Matthew Vandre

CRD Number: 5810836
Current Firm: Francis Investment Counsel LLC

Matthew Vandre (CRD# 5810836) is an Investment Advisor Representative working at Francis Investment Counsel LLC in Brookfield, WI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Francis Investment Counsel LLC Pewaukee, WI Mar 2011 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Matthew M. Vandre
Phone Number: 262-781-8950
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $88,395,656
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CO, IA, IL, MN, MO, NC, ND, OK, SD, VA, WI

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