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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anderson is a financial advisor who has been in the industry since 1995. Robert is a registered investment advisor with Voyager Capital Management, LLC, and has been with Voyager Capital Management since May 2003. Robert has over 20 years of experience in the financial services industry, including experience with Capital Financial Services, Inc., Berthel, Fisher & Company Financial Services, Inc., Continental Capital Investment Services, Inc., and Harbour Investments, Inc. Robert has passed several financial industry exams, including the Series 63, Series 65, Series 7, Series 6, and Series 24. Robert is a Certified Financial Planner. He is licensed to provide investment advice in Arizona, California, Florida, Illinois, and Wisconsin.
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.
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2
WI
05/12/2003 - Present
Voyager Capital Management, LLC (LAKE GENEVA WI)
WI
06/16/2003 - 05/15/2007
CAPITAL FINANCIAL SERVICES, INC. (LAKE GENEVA WI)
IA
03/31/2003 - 09/16/2003
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
OH
09/24/2002 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
WI
08/21/2000 - 12/31/2001
HARBOUR INVESTMENTS, INC. (MADISON WI)
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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