Richard Vanden Boogard, financial advisor Madison WI
90 score

Richard Vanden Boogard

CRD Number: 6119692
Current Firm: Jacobson & Schmitt Advisors, LLC

Richard Vanden Boogard (CRD# 6119692) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Madison, WI and has 1 year of experience in the finance industry.

Similar Advisors
Lisa Andrews, financial advisor Madison WI
Lisa M. Andrews
CRD# 3038887
Perk Planning
Score
103
Similar Advisors
Kathryn Hankard, financial advisor Madison WI
Kathryn S. Hankard
CRD# 5264456
Fiscal Fitness, LLC
Score
103
Similar Advisors
Christopher Rich, financial advisor Madison WI
Christopher D. Rich
CRD# 2369596
Enrich Financial Partners LLC
Score
103
Professional Designations
Company Name Location Dates Years
Jacobson & Schmitt Advisors, LLC Madison, WI Sep 2012 - Current 4
Victory Capital Mgmt Clevland, OH Jun 2007 - Sep 2012 5
University Of Wi Madison, WI Aug 2006 - Jun 2007 < 1
Camden Partners Holdings LLC Baltimore, MD Jun 2006 - Aug 2006 < 1

Richard Vanden Boogard has no recent exams reported.
Contact Info for Richard J. Vanden Boogard
Phone Number: 608-662-7500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    151
    MILLIONS
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $340,592
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, MN, WI

Ready to hire a financial advisor? Get competitive proposals from Richard Vanden Boogard and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.