Kaleen R. Anderson

SKYLINE FINANCIAL NORTHWEST

Portland, OR 97201

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CRD#: 7311738

Professional summary

Kaleen R Anderson, CFP® is a registered financial advisor currently at SKYLINE FINANCIAL NORTHWEST located in Portland, Oregon.

Kaleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kaleen has worked at 1 firm and has passed the Series 65 exam.

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 Kaleen R Anderson'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

February 12, 2021 - Present

SKYLINE FINANCIAL NORTHWEST

Office #1: 2121 Sw Broadway Suite 100, Portland, OR 97201

RIA

CRD#: 146844

Portland, OR

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".

SKYLINE FINANCIAL NORTHWEST

SKYLINE FINANCIAL NORTHWEST | SKYLINE FINANCIAL NORTHWEST, INC.

CRD#: 146844 / SEC#: 801-133826

RIA

Registered Investment Advisory firm - (7/7/2025 Approved)

California

Registered Investment Advisory firm - (8/22/2025 Terminated)

Oregon

Registered Investment Advisory firm - (8/4/2025 Terminated)

Washington

Registered Investment Advisory firm - (8/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/12/2021)

IAR

Oregon
(2/12/2021)

IAR

Washington
(2/12/2021)

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: 2/11/2021

Uniform Investment Adviser Law Examination

Current Firm

SKYLINE FINANCIAL NORTHWEST

SKYLINE FINANCIAL NORTHWEST | SKYLINE FINANCIAL NORTHWEST, INC.

CRD#: 146844 / SEC#: 801-133826

RIA

Registered Investment Advisory firm - (7/7/2025 Approved)

California

Registered Investment Advisory firm - (8/22/2025 Terminated)

Oregon

Registered Investment Advisory firm - (8/4/2025 Terminated)

Washington

Registered Investment Advisory firm - (8/23/2025 Terminated)

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Contact information

Main Address

2121 Sw Broadway Suite 100, Portland, OR 97201

Mailing Address

Phone number

(888) 739-7369

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART IIA (6/5/2025)

FORM ADV PART II B (3/27/2025)

Regulatory assets under management

Total Number of Accounts	552
AUM (Assets Under Management)	$ 111,276,530

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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Kaleen R. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaleen R Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYLINE FINANCIAL NORTHWEST

Primary Firm SEC Registration

SKYLINE FINANCIAL NORTHWEST

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2021

Current Firm

SKYLINE FINANCIAL NORTHWEST

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYLINE FINANCIAL NORTHWEST

TRUST BUT VERIFY

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