Vandeberg Associates LLC

Vandeberg Associates LLC (CRD# 132521) is a financial advisory firm headquartered in , . They manage $9,100,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $650,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Vandeberg Associates LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lee Vandeberg, financial advisor Madison WI
Lee A. Vandeberg
CRD#: 820296
6997 Applewood Drive, Madison, WI 53719
93
Wealthminder
score

Lee Vandeberg (CRD# 820296) is an Investment Advisor Representative working at Vandeberg Associates LLC in Madison, WI and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals