Robert Anderson, financial advisor Lake Geneva WI

Robert Anderson

CRD Number: 1884244
Current Firm: Voyager Capital Management, LLC

Robert Anderson (CRD# 1884244) is an Investment Advisor Representative working at Voyager Capital Management, LLC in Lake Geneva, WI and has over 29 years of experience in the finance industry. Robert Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Voyager Capital Management, LLC Lake Geneva, WI May 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination Feb 1995
Contact Info for Robert J. Anderson
Phone Number: 262-348-9981
Registered State(s):
  • AZ
  • CA
  • FL
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    202
    MILLIONS
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $743,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

AZ, CA, FL, IL, WI

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