Robert J. Anderson

VOYAGER CAPITAL MANAGEMENT

LAKE GENEVA, WI 53147

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CRD#: 1884244

Professional summary

Robert Jay Anderson, AIF®, CFP®, who also goes by Bob J Anderson, is a registered financial advisor currently at VOYAGER CAPITAL MANAGEMENT, 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 6 firms and has passed the Series 63, Series 65, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Budgeting

Retirement Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Education Planning

Investment Planning

Do you have an area of expertise or specialization?

Business Owners

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Entrepreneurs

Financial Psychology/Coaching

High Net Worth Client Needs

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Bob J Anderson

Other business activities

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.

RIA WITH VOYAGER CAPITAL MANAGEMENT, LLC. APPROX. 40 HOURS PER WEEK. ADDRESS: 875 TOWNLINE ROAD, SUITE 100, LAKE GENEVA, WI 53147

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jay Anderson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

May 12, 2003 - Present

VOYAGER CAPITAL MANAGEMENT, LLC

Office #1: 875 Townline Road Suite 100, Lake Geneva, WI 53147

RIA

CRD#: 124697

LAKE GENEVA, WI

Past

June 16, 2003 - May 15, 2007

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

LAKE GENEVA, WI

Past

March 31, 2003 - September 16, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

HUNTLEY, IL

Past

March 31, 2003 - September 16, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

CEDAR RAPIDS, IA

Past

November 1, 2002 - March 31, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

RIA

CRD#: 2864

HUNTLEY, IL

Past

October 31, 2002 - October 31, 2002

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

RIA

CRD#: 2864

HUNTLEY, IL

Past

September 24, 2002 - March 31, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

CRD#: 2864

BRYAN, OH

Past

August 21, 2000 - December 31, 2001

HARBOUR INVESTMENTS, INC.

CRD#: 19258

MADISON, WI

Past

July 12, 1999 - August 20, 2003

THE INDEX ADVANTAGE, INC.

RIA

CRD#: 124210

HUNTLEY, IL

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".

VOYAGER CAPITAL MANAGEMENT, LLC

CRD#: 124697 / SEC#: 801-62694

RIA

Registered Investment Advisory firm - (1/14/2004 Approved)

Illinois

Registered Investment Advisory firm - (1/21/2004 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/22/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/10/2010)

IAR

California
(2/23/2016)

IAR

Florida
(5/3/2016)

IAR

Illinois
(1/5/2010)

IAR

Wisconsin
(5/12/2003)

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

State Security Law Exam

Series 63

Date: 8/30/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/28/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/29/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/18/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/1/2006

General Securities Principal Examination

Current Firm

VOYAGER CAPITAL MANAGEMENT, LLC

CRD#: 124697 / SEC#: 801-62694

RIA

Registered Investment Advisory firm - (1/14/2004 Approved)

Illinois

Registered Investment Advisory firm - (1/21/2004 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/22/2004 Terminated)

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Contact information

Main Address

875 Townline Rd. Suite 100, Lake Geneva, WI 53147

Mailing Address

Phone number

(262) 348-9981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VOYAGER WEALTH ADV PART 2A 2025 (3/10/2025)

VOYAGER WEALTH ADVC PART 2B 2025 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	677
AUM (Assets Under Management)	$ 216,579,408

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Robert J. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jay Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

HARBOUR INVESTMENTS, INC.

THE INDEX ADVANTAGE, INC.

Primary Firm SEC Registration

VOYAGER CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/2000

Series 65

Date: 2/28/1995

Series 7

Date: 12/29/2004

Series 6

Date: 8/18/2000

Series 24

Date: 11/1/2006

Current Firm

VOYAGER CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VOYAGER CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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