Robert Jay Anderson

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2003 → 12/2025
  Voyager Capital Management, Llc
  Lake Geneva, WI
• 11/2025 → Present
  Beacon Pointe Advisors, Llc
  Lake Geneva, WI

Previous Registrations

• 2003-05-12 → 2025-12-31
  Voyager Capital Management, Llc
  Lake Geneva, WI
• 2003-03-31 → 2003-09-16
  Berthel, Fisher & Company Financial Services, Inc.
  Huntley, IL
• 1999-07-12 → 2003-08-20
  The Index Advantage, Inc.
  Huntley, IL
• 2002-10-31 → 2003-03-31
  Continental Capital Investment Services, Inc.
  Huntley, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-30
• S65 Uniform Investment Adviser Law Examination
  1995-02-28

Designations

• Certified Financial Planner

Other Names

• Bob J Anderson