Matthew M Vandre

Employer firm

Francis LLC CRD 130687

98 advisory clients

Reported services (Item 5G)

• Pension consulting
• Selection of other advisers
• Educational seminars
• CORPORATE FINANCIAL WELLNESS, PENSION PLAN PARTICIPANT ADVISORY/EDUCATION

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

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

Current Employers

Employment History

• 03/2011 → Present
  Francis Investment Counsel Llc
  Pewaukee, WI

Previous Registrations

• 2010-10-15 → 2011-03-15
  Principal Securities, Inc.
  Wauwatosa, WI

Exams

• S66 Uniform Combined State Law Examination
  2010-10-12

Designations

• Chartered Financial Consultant