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Robert Jay Anderson

AIF®, CFP®
BEACON POINTE ADVISORS
Lake Geneva, WI
·CRD# 1884244·31 years experience

Professional Summary

Robert Jay Anderson, AIF®, CFP®, who also goes by Bob J Anderson, is a registered financial advisor currently at BEACON POINTE ADVISORS, LLC located in Lake Geneva, Wisconsin. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 7 firms and has passed the Series 63, Series 65, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$100K–$250K

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Who I Serve

Business Owners & Entrepreneurs
High Net Worth Individuals & Families

Services Offered

  • Cashflow & Budgeting
  • Retirement Planning
  • Business Services
  • Financial Planning
  • Education Funding
  • Investment Management

Specializations

Financial Therapy

Other Aliases

Bob J Anderson

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®
Accredited Investment Fiduciary
CFP®
Certified Financial PlannerSince 1999

Years of Experience

31 years in the financial services industry

Current & Past Employments

Current

BEACON POINTE ADVISORS, LLCCurrent·CRD# 119290
RIA
875 E Townline Rd, Lake Geneva, WI 53147
November 24, 2025 - Present

Past

VOYAGER CAPITAL MANAGEMENT, LLCPast·CRD# 124697
RIA
Lake Geneva, WI
May 12, 2003 - December 31, 2025
CAPITAL FINANCIAL SERVICES, INC.Past·CRD# 8408
BD
Lake Geneva, WI
June 16, 2003 - May 15, 2007
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Past·CRD# 13609
RIA
Huntley, IL
March 31, 2003 - September 16, 2003
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Past·CRD# 13609
BD
Cedar Rapids, IA
March 31, 2003 - September 16, 2003
THE INDEX ADVANTAGE, INC.Past·CRD# 124210
RIA
Huntley, IL
July 12, 1999 - August 20, 2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.Past·CRD# 2864
RIA
Huntley, IL
November 1, 2002 - March 31, 2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.Past·CRD# 2864
BD
Bryan, OH
September 24, 2002 - March 31, 2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.Past·CRD# 2864
RIA
Huntley, IL
October 31, 2002 - October 31, 2002
HARBOUR INVESTMENTS, INC.Past·CRD# 19258
BD
Madison, WI
August 21, 2000 - December 31, 2001

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Current Firm

BP
BEACON POINTE ADVISORS, LLC

BEACON POINTE ADVISORS, LLC | BEACON POINTE INSURANCE SERVICES, LLC

CRD#: 119290 / SEC#: 801-60943
RIA
Registered Investment Advisory firm - SEC (2/20/2002 Approved)

Contact Information

Main Address

24 Corporate Plaza Suite 150, Newport Beach, CA 92660

Phone Number

(949) 718-1600

# of Employees

780

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEACON POINTE ADVISORS, LLC FORM ADV PART 2 - APPENDIX 1 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

29,892

AUM (Assets Under Management)

$54,872,534,714

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/26/2025Cover PageReport
12/26/2024Cover PageReport
11/28/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

VOYAGER WEALTH MANAGEMENT INC: 875 LAKE GENEVA, WI 53147; PRINCIPAL, MANAGING DIRECTOR/IAR; REGISTERED INVESTMENT ADVISOR; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Transitioning advisory business under the former adviser firm following an acquisition.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BEACON POINTE ADVISORS, LLC

BEACON POINTE ADVISORS, LLC | BEACON POINTE INSURANCE SERVICES, LLC

CRD#: 119290 / SEC#: 801-60943
RIA
Registered Investment Advisory firm - SEC (2/20/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Wisconsin
(11/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2000About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 1995About the Series 65 exam

Series 7 — General Securities Representative Examination

Passed Dec 2004About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2000About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Nov 2006About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

BP

BEACON POINTE ADVISORS, LLC — Registered Investment Advisory firm

Version Date: Wed, Oct 02, 2024

Beacon Pointe Advisors, LLC (“we,” “our,” or “us”) is registered with the Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

We offer advisory services to retail investors. We manage a portion or all of your assets, which typically include equities, bonds, exchange-traded funds, mutual funds, or other securities. We monitor each account on an ongoing basis and make adjustments consistent with your investment objectives and goals. Additionally, we may recommend unaffiliated third-party investment managers (“Independent Managers”) to manage all or a portion of your assets. We monitor/review each Independent Manager on an ongoing basis. In some cases, we allocate a portion of your assets among individual stocks and bonds, mutual funds, exchange-traded funds, real estate investment trusts, interval funds, or private funds. We offer investment advisory services on a discretionary basis, meaning that you authorize us to hire/fire Independent Managers and choose the securities to be bought or sold, subject to your stated investment objectives and restrictions you place on the account. We will provide financial planning advice to clients upon request and subject to a minimum account size in accordance with the Advisory Agreement. Generally, our minimum account size is $1 million, but we reserve the right to reduce or waive account minimums at our discretion. We may also offer advisory services through our Unified Managed Account (“UMA”) structure on a discretionary basis, which may consist of any combination of separately managed accounts, mutual funds, exchange-traded funds, and/or third-party strategies in a single account.

Additional Information: Please also see Items 4, 5, 7 and 13 of Form ADV, Part 2A.


Questions to ask your Professional:

  • Given my financial situation, should I choose an investment advisory service? Why or why not?
  • How will you choose investments to recommend to me?
  • What is your relevant experience, including your licenses, education, and other qualifications?
  • What do these qualifications mean?

We charge a fee based on the total assets in your account, subject to a minimum quarterly program fee of $1,250. This fee is generally payable quarterly in advance. The more assets in your account, the more you will pay in fees, and we may have an incentive to encourage you to increase the assets in your account.

Fees for our financial consulting services may be fixed, hourly, or based upon a percentage of assets under supervision. The specific fee amount and the fee-paying arrangements are determined on a case-by-case basis and will be outlined in your agreement.

Our fee does not include management fees charged by Independent Managers or any applicable charges imposed by custodians, brokers or other third parties such as, platform fees, brokerage commissions, transaction fees, custodial fees, wire transfer/electronic fund fees, or other fees/taxes in connection with securities transactions in your account. The Independent Manager fees may be greater than our fees. Money market funds, mutual funds, and ETFs also charge their own internal management fees.

Additional Information: You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying. Please also see Item 5 of Form ADV, Part 2A.


Questions to ask your Professional:

  • Ask your financial professional: Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?

When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means.

  • We offer our own real estate, sustainable, and credit-oriented investment funds (“Funds”) to clients. While clients do not pay additional fees for investing in the Funds, we have an incentive to grow the assets in the Funds.

  • We may also recommend that clients invest in mutual funds managed by a related adviser, or an interval fund managed by us (“Related Funds”). We have an incentive to recommend the Related Funds because we or our related adviser receive fees based on their total assets.

  • Some of our employees are licensed insurance agents of a related insurance agency and receive commissions for recommending insurance products, which creates a financial incentive. Clients will not pay both a management fee and commission for such products.

  • We participate in referral programs in which we pay custodians a portion of our fee collected from clients they refer to us. We have an incentive to recommend that clients maintain their accounts with such custodians in order to continue receiving their products/services and participating in their referral programs.

Additional Information: Please also see Items 10-12, 14 of Form ADV, Part 2A.


Questions to ask your Professional:

  • How might your conflicts of interest affect me, and how will you address them?

Our financial professionals earn salaries and, when applicable, merit bonuses for performing advisory functions. Some of our financial professionals may receive compensation that is based, at least in part, on the number or amount of client referrals or new accounts brought to the firm. Some of our financial professionals earn additional compensation from insurance or brokerage commissions. For more information regarding these activities, refer to Item 10 of Form ADV, Part 2A and your financial professional’s Form ADV, Part 2B Supplement.

Services Offered by Robert

  • Cashflow & Budgeting
  • Retirement Planning
  • Business Services
  • Financial Planning
  • Education Funding
  • Investment Management

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