Kevin W. Andersen

K.W. ANDERSEN INVESTMENT GROUP

Huntley, IL

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CRD#: 6236351

Professional summary

Kevin Warren Andersen is a registered financial advisor currently at K.W. ANDERSEN INVESTMENT GROUP, LLC located in Huntley, Illinois.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kevin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Delta Airlines; not investment related; Atlanta Georgia; Airline; Pilot; January 2023; 50 hrs per month; 3 hrs per day during trading hours; and Airline Pilot.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Warren Andersen'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

November 17, 2017 - Present

K.W. ANDERSEN INVESTMENT GROUP, LLC

RIA

CRD#: 290645

Huntley, IL

Past

May 3, 2016 - November 13, 2017

WILLIAM BLAIR

RIA

CRD#: 1252

CHICAGO, IL

Past

May 3, 2016 - November 13, 2017

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Past

October 14, 2013 - May 11, 2016

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

CHICAGO, IL

Past

August 30, 2013 - May 11, 2016

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

CHICAGO, IL

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

California
(8/29/2025)

IAR

Illinois
(11/17/2017)

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 66

Date: 10/11/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2013

General Securities Representative Examination

Current Firm

K.W. ANDERSEN INVESTMENT GROUP, LLC

K.W. ANDERSEN INVESTMENT GROUP, LLC | KW ANDERSEN INVESTMENTS | KW ANDERSEN INVESTMENT GROUP, LLC

CRD#: 290645 / SEC#:

California

Registered Investment Advisory firm - (8/29/2025 Approved)

Illinois

Registered Investment Advisory firm - (11/17/2017 Approved)

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Contact information

Main Address

Chicago, IL

Mailing Address

Phone number

(773) 791-9819

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 41,403,964

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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Firm Stability Insights

Kevin W. Andersen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Warren Andersen's CRS (Customer Relationship Summary).

Certified licenses

Experience

K.W. ANDERSEN INVESTMENT GROUP, LLC

WILLIAM BLAIR

WILLIAM BLAIR

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2013

SIE

Date: 11/13/2017

Series 7

Date: 8/29/2013

Current Firm

K.W. ANDERSEN INVESTMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

K.W. ANDERSEN INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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