Kevin Warren Andersen

Employer firm

K.w. Andersen Investment Group, LLC CRD 290645

$43.8M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

K.W. Andersen Investment Group, Llc

Chicago, IL • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-29
IL	RA	APPROVED	2017-11-17

CA RA
APPROVED

Since 2025-08-29
IL RA
APPROVED

Since 2017-11-17

Branch Locations

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
William Blair & Co Llc	Chicago	IL	04/2016	11/2017
Kw Andersen Investment Group, Llc	Palatine	IL	10/2017	Present
Envoy Air, Inc.	Fort Worth	TX	11/2017	02/2019
Spirit Airlines	Miramar	FL	02/2019	01/2023
Delta Airline	Atlanta	GA	01/2023	Present

04/2016 → 11/2017

William Blair & Co Llc

Chicago, IL
10/2017 → Present

Kw Andersen Investment Group, Llc

Palatine, IL
11/2017 → 02/2019

Envoy Air, Inc.

Fort Worth, TX
02/2019 → 01/2023

Spirit Airlines

Miramar, FL
01/2023 → Present

Delta Airline

Atlanta, GA

Previous Registrations

2016-05-03 → 2017-11-13

William Blair

Chicago, IL

Chicago, IL

Chicago, IL
2013-10-14 → 2016-05-11

Robert W. Baird & Co. Incorporated

Chicago, IL

Milwaukee, WI

Other Businesses

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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-10-11

S66 Uniform Combined State Law Examination

2013-10-11

View on SEC IAPD