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WA

William R. Andersen

WESTERN PACIFIC WEALTH MANAGEMENT, LP
Lake Forest, IL 60045
Some features on this profile are disabled
CRD#: 4344365
WA

Professional summary

William Robert Andersen is a registered financial advisor currently at WESTERN PACIFIC WEALTH MANAGEMENT, LP located in Lake Forest, Illinois.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robert Andersen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 20, 2021 - Present

WESTERN PACIFIC WEALTH MANAGEMENT, LP

Office #1: 263 Market Square, Suite B, Lake Forest, IL 60045
RIA
CRD#: 152714
Lake Forest, IL
Past

December 16, 2010 - December 31, 2020

WESTERN PACIFIC WEALTH MANAGEMENT, LP

RIA
CRD#: 152714
LAKE FOREST, IL
Past

June 10, 2005 - April 2, 2014

ANDERSEN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 135243
LAKE FOREST, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WP
WESTERN PACIFIC WEALTH MANAGEMENT, LP
RANGER INTERNATIONAL MANAGEMENT, L.P. | WESTERN PACIFIC WEALTH MANAGEMENT, LP | WESTERN PACIFIC WEALTH MANAGEMENT

CRD#: 152714 / SEC#: 801-71679

RIA
Registered Investment Advisory firm - (9/16/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(8/20/2021)
IAR
Oregon
(9/14/2021)
IAR
Texas
(9/14/2021)

Exams

Current Firm

WP
WESTERN PACIFIC WEALTH MANAGEMENT, LP
RANGER INTERNATIONAL MANAGEMENT, L.P. | WESTERN PACIFIC WEALTH MANAGEMENT, LP | WESTERN PACIFIC WEALTH MANAGEMENT

CRD#: 152714 / SEC#: 801-71679

RIA
Registered Investment Advisory firm - (9/16/2010 Approved)
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Contact information

Main Address
263 Market Square Suite B, Lake Forest, IL 60045
Mailing Address
Phone number
(847) 987-8015
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2025) (3/24/2025)

Regulatory assets under management

Total Number of Accounts36
AUM (Assets Under Management)$ 217,341,856

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WESTERN PACIFIC WEALTH MANAGEMENT, LP

CRD#: 152714Lake Forest, IL 60045

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