Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Fleischmann is an investment advisor representative with Voyager Capital Management, LLC. Cole has been in the industry since 2022, previously working for Next Level Planning & Wealth Management. Cole is a Series 65 licensed investment advisor representative. Cole's firm specializes in portfolio management for businesses and individuals, financial planning, and pension consulting. Voyager Capital Management, LLC manages approximately $202 million in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
10/02/2023 - Present
Voyager Capital Management, LLC (LAKE GENEVA WI)
IA
Issued 10/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Cole Fleischmann is the right advisor for you? Invested Better is here to help.
