Matthew M Vandre
Investment adviser representative at Francis LLC
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Francis LLCFeb 2015 to now
- Francis Investment Counsel LLCMar 2011 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (WI).
Francis LLC
$0Assets managed
97Clients
17Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5810836
- Firm CRD
- 130687