Andrew C. Wilson

SHELTER WEALTH STRATEGIES

Western Springs, IL

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CRD#: 4790618

Professional summary

Andrew Charles Wilson, who also goes by Andrew C Wilson, Andrew Wilson, is a registered financial advisor currently at SHELTER WEALTH STRATEGIES, LLC located in Western Springs, Illinois.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew C Wilson | Andrew Wilson

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 Andrew Charles Wilson's 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

October 31, 2025 - Present

SHELTER WEALTH STRATEGIES, LLC

Office #2: 1400 Post Oak Blvd Suite 450, Houston, TX 77056

RIA

CRD#: 170655

Western Springs, IL

Past

October 13, 2017 - June 13, 2024

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

December 15, 2015 - May 31, 2017

JANUS HENDERSON INVESTORS

RIA

CRD#: 107300

CHICAGO, IL

Past

April 10, 2015 - June 1, 2017

FORESIDE FUND SERVICES, LLC

CRD#: 46106

CHICAGO, IL

Past

February 10, 2014 - January 15, 2015

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

CHICAGO, IL

Past

September 16, 2013 - January 15, 2015

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

CHICAGO, IL

Past

February 9, 2010 - July 11, 2013

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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
(10/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/30/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/17/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/8/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SHELTER WEALTH STRATEGIES, LLC

ALLIANCE INVESTMENT GROUP LLC | VIKTORIN, VANESSA | SHELTER WEALTH STRATEGIES, LLC | GREYSTONE ADVISORY GROUP LLC

CRD#: 170655 / SEC#:

California

Registered Investment Advisory firm - (2/19/2015 Approved)

Delaware

Registered Investment Advisory firm - (6/13/2016 Approved)

Illinois

Registered Investment Advisory firm - (1/4/2016 Approved)

Indiana

Registered Investment Advisory firm - (1/10/2017 Approved)

Louisiana

Registered Investment Advisory firm - (2/12/2015 Approved)

Maryland

Registered Investment Advisory firm - (5/27/2016 Approved)

Michigan

Registered Investment Advisory firm - (5/23/2016 Approved)

Minnesota

Registered Investment Advisory firm - (3/6/2018 Approved)

New York

Registered Investment Advisory firm - (10/6/2015 Approved)

Ohio

Registered Investment Advisory firm - (6/20/2018 Approved)

Oregon

Registered Investment Advisory firm - (1/12/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/18/2015 Approved)

Texas

Registered Investment Advisory firm - (1/23/2015 Approved)

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Contact information

Main Address

1400 Post Oak Blvd Suite 450, Houston, TX 77056

Mailing Address

Phone number

(713) 620-8500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

Andrew C. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Charles Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DWS DISTRIBUTORS, INC.

JANUS HENDERSON INVESTORS

FORESIDE FUND SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 10/30/2025

Series 63

Date: 2/17/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2011

Series 6

Date: 2/8/2010

Current Firm

SHELTER WEALTH STRATEGIES, LLC

Contact information

Documents

Red Flags

Company Information

SHELTER WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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