Voit & Company, LLC

Voit & Company, LLC (CRD# 112587) is a financial advisory firm headquartered in Brookfield, WI. They manage $174,849,897 in 170 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $1,028,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, TX, WI

Financial Advisors at Voit & Company, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Cathy A. Lange
CRD#: 2647062
235 N Executive Dr, Suite 240, Brookfield, WI 53005
93
Wealthminder
score

Cathy Lange (CRD# 2647062) is an Investment Advisor Representative working at Voit & Company, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.

2
Noi Sayaovong
CRD#: 4341746
235 N Executive Dr, Suite 240, Brookfield, WI 53005
93
Wealthminder
score

Noi Sayaovong (CRD# 4341746) is an Investment Advisor Representative working at Voit & Company, LLC in Brookfield, WI and has over 16 years of experience in the finance industry.

3
Blaine T. Disrud
CRD#: 6239025
235 N Executive Dr, Suite 240, Brookfield, WI 53005
89
Wealthminder
score

Blaine Disrud (CRD# 6239025) is an Investment Advisor Representative working at Voit & Company, LLC in Brookfield, WI and has over 4 years of experience in the finance industry.

4
Todd K. Voit
CRD#: 1528382
235 N Executive Dr, Suite 240, Brookfield, WI 53005
83
Wealthminder
score

Todd Voit (CRD# 1528382) is an Investment Advisor Representative working at Voit & Company, LLC in Brookfield, WI and has over 31 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.