Voyager Capital Management, LLC

Voyager Capital Management, LLC (CRD# 124697) is a financial advisory firm headquartered in Lake Geneva, WI. They manage $214,253,517 in 624 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
875 Townline Rd., Suite 100, Lake Geneva, WI 53147
https://www.facebook.com/voyager-capital-management-llc-485070028314993/
By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    624
    ACCOUNTS
  • Average Account Value
    $343,355
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
  • 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.

AZ, CA, FL, IL, WI

Financial Advisors at Voyager Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert Anderson, financial advisor Lake Geneva WI
Robert J. Anderson
CRD#: 1884244
875 Townline Road, Suite 100, Lake Geneva, WI 53147

Robert Anderson (CRD# 1884244) is an Investment Advisor Representative working at Voyager Capital Management, LLC in Lake Geneva, WI and has over 27 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.

2
Darwin Logterman, financial advisor Lake Geneva WI
Darwin L. Logterman
CRD#: 5682124
875 Townline Rd., Suite 100, Lake Geneva, WI 53147

Darwin Logterman (CRD# 5682124) is an Investment Advisor Representative working at Voyager Capital Management, LLC in Lake Geneva, WI and has over 13 years of experience in the finance industry.

3
Rachael Nickelsen, financial advisor Lake Geneva WI
Rachael A. Nickelsen
CRD#: 6077593
875 Townline Rd., Suite 100, Lake Geneva, WI 53147

Rachael Nickelsen (CRD# 6077593) is an Investment Advisor Representative working at Voyager Capital Management, LLC in Lake Geneva, WI and has over 9 years of experience in the finance industry. Rachael Nickelsen 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.

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