Unclaimed Profile

Robert Jay Anderson

VOYAGER CAPITAL MANAGEMENT, LLC·LAKE GENEVA, Wisconsin

Series 6, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredVOYAGER CAPITAL MANAGEMENT, LLC

875 TOWNLINE RD., LAKE GENEVA, WI 53147CRD# 1884244Firm CRD# 124697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Jay Anderson · LAKE GENEVA, WI

Registration

CRD #1884244 · VOYAGER CAPITAL MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Nov 2025 – present

VOYAGER CAPITAL MANAGEMENT, LLC

May 2003 – Dec 2025

LAKE GENEVA, WI

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Mar 2003 – Sep 2003

HUNTLEY, IL

CONTINENTAL CAPITAL INVESTMENT SERVICES

Nov 2002 – Mar 2003

HUNTLEY, IL

CONTINENTAL CAPITAL INVESTMENT SERVICES

Oct 2002 – Oct 2002

HUNTLEY, IL

THE INDEX ADVANTAGE, INC.

Jul 1999 – Aug 2003

HUNTLEY, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 12, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VOYAGER CAPITAL MANAGEMENT, LLC

CRD 124697 · SEC 801-62694

AUM

$202M

Regulatory assets under management

Employees

272 client accounts

Services offered by VOYAGER CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VOYAGER CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKE GENEVA?

Browse all registered financial advisors in LAKE GENEVA, Wisconsin or claim this profile if it's yours.

Browse LAKE GENEVA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Jay Anderson offer?

Robert Jay Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE GENEVA, Wisconsin for a consultation.

What are Robert Jay Anderson's credentials?

Robert Jay Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Jay Anderson located?

Robert Jay Anderson is based in LAKE GENEVA, Wisconsin, working with VOYAGER CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAKE GENEVA metropolitan area and surrounding communities.

How does Robert Jay Anderson charge for services?

Robert Jay Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VOYAGER CAPITAL MANAGEMENT, LLC?

VOYAGER CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →