Matthew A. Ward
Professional summary
Matthew Arthur Ward, who also goes by Matt Ward, Matthew A. Ward, is a registered financial advisor currently at MW FINANCIAL LLC located in Chicago, Illinois and K.W. ANDERSEN INVESTMENT GROUP, LLC located in Huntley, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 72 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Arthur Ward's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2015 - Present
MW FINANCIAL LLC
December 9, 2017 - Present
K.W. ANDERSEN INVESTMENT GROUP, LLC
October 29, 2013 - July 13, 2015
ROBERT W. BAIRD & CO. INCORPORATED
October 3, 2013 - July 13, 2015
ROBERT W. BAIRD & CO. INCORPORATED
October 12, 2005 - July 25, 2006
GH TRADERS LLC
March 15, 2004 - September 27, 2005
S&L, L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/29/2025)
(9/9/2015)
Exams
Series 72
Date: 3/12/2004
Government Securities Representative ExaminationCurrent Firm
K.W. ANDERSEN INVESTMENT GROUP, LLC
CRD#: 290645 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 41,403,964 |
Red Flags
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