William Andersen, financial advisor Lake Forest IL

William Andersen

CRD Number: 4344365
Current Firm: Western Pacific Wealth Management, LP

William Andersen (CRD# 4344365) is an Investment Advisor Representative working at Western Pacific Wealth Management, LP in Lake Forest, IL and has 1 year of experience in the finance industry.

Similar Advisors
Bruce Abrams, financial advisor Lake Forest IL
Bruce Abrams
CRD# 5252940
Cetera Investment Advisers LLC
Similar Advisors
Terri Abrams, financial advisor Lake Forest IL
Terri M. Abrams
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Alan Abramson, financial advisor Lake Forest IL
Alan H. Abramson
CRD# 2424715
Mesirow Financial Investment Management, Inc.
Professional Designations
Company Name Location Dates Years
Western Pacific Wealth Management LLC Lake Forest, IL Jan 2021 - Current 3
Andersen Capital Management, LLC Lake Forest, IL Aug 2004 - Current 19
Private Investor Lake Forest, IL Mar 2003 - Current 21
Ranger International Management, LP Lake Forest, IL Jun 2010 - Mar 2021 10

William Andersen has no recent exams reported.
Contact Info for William R. Andersen
Phone Number: (847) 987-8015
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    190
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $4,998,444
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL, OR, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.