chase vandeyacht

Chase Vande Yacht

Woodbury financial services, inc.

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About this Advisor

Chase Vande Yacht is a financial advisor based in De Pere, Wisconsin who has 6 years of relevant experience. Vande Yacht is an employee of Woodbury Financial Services, Inc. During their career, the advisor has held roles at Tax Management Services/Sii Investments and Woodbury Financial Services Inc. Vande Yacht has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida, Nevada, Washington and Wisconsin. Woodbury Financial Services, Inc is a business that has its headquarters in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 employees. It controls $19 billion in assets between its 101,950 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 184 charitable organizations. Of its 101,950 customer accounts, just 11% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely depend on which services are offered. Fees charged by Woodbury Financial Services, Inc can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Years registered*, services offered, fee structure, office location, not sure which advisor is right for you use our matching tool..

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Woodbury Financial Services, Inc Brokerage Details

$19,278,448,046

Investment Advisory Services

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses or institutional clients
• Pension consulting services
• Selection of other advisers
• Educational seminars/workshops

Chase Vande Yacht Work History

Chase has been registered as a financial advisor for 6 years.*

Woodbury Financial Services Inc

Tax management services/sii investments.

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chase Vande Yacht to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodbury Financial Services, Inc

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact [email protected] .

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Tax Management Services, Inc.

Tax Consultants Accounting/Bookkeeping Estate Planning Financial Services Insurance Mortgage

• 566 Red Bird Circle De Pere WI 54115
• (920) 632-4375
• (920) 632-7212
• Visit Website

Tax Season Mon-Thu 9am - 8pm, Fri 9am - 6pm, and Sat 9am - 3pm. Rest of Year Mon-Thu 9am - 5pm

Driving Directions:

We are the corner building located off Chicago St. just South-East of East DePere High School on Red Bird Circle.

We deliver financial solutions to you our client, our investment. We've been serving clients in the area for over 20 years. You will never be just another number at Tax Management Services.

• Retirement and Investment Specialist
• Small Business Accounting
• Tax Preparers with over 30 years of experience
• Life Insurance with individual case design

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Rep/contact info, debbie moore, debbie moore mortgage lender, investment assistant.

• Phone: (920) 632-4375
• Send an Email

Mike Savolt

Mike savolt president, cpa, debra schweiner, debra schweiner office manager, chase vandeyacht, chase vandeyacht financial planner, insurance specialist, tell a friend, contact the de pere area chamber of commerce today.

1776 W. Matthew Drive

[email protected]

© 2022 De Pere Area Chamber of Commerce. All rights reserved.

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