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William Robert Andersen

WESTERN PACIFIC WEALTH MANAGEMENT, LP·LAKE FOREST, Illinois
Clean recordWESTERN PACIFIC WEALTH MANAGEMENT, LP
263 MARKET SQUARE, LAKE FOREST, IL 60045CRD# 4344365Firm CRD# 152714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Robert Andersen · LAKE FOREST, IL
Registration
CRD #4344365 · WESTERN PACIFIC WEALTH MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Robert Andersen is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with WESTERN PACIFIC WEALTH MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WESTERN PACIFIC WEALTH MANAGEMENT, LP
WESTERN PACIFIC WEALTH MANAGEMENT, LP
AUM
$190M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WESTERN PACIFIC WEALTH MANAGEMENT, LP →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4344365
Firm CRD# 152714
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Robert Andersen offer?
William Robert Andersen specializes in Investment Management, Fee-Only Advisory. Contact their office in LAKE FOREST, Illinois for a consultation.
What are William Robert Andersen's credentials?
William Robert Andersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Robert Andersen located?
William Robert Andersen is based in LAKE FOREST, Illinois, working with WESTERN PACIFIC WEALTH MANAGEMENT, LP. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does William Robert Andersen charge for services?
William Robert Andersen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTERN PACIFIC WEALTH MANAGEMENT, LP?
WESTERN PACIFIC WEALTH MANAGEMENT, LP has approximately 3 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WESTERN PACIFIC WEALTH MANAGEMENT, LP

Jeffery Brent Middleswart
LAKE FOREST, IL
Roger Lane Johnson
LAKE FOREST, IL

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Research
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