Kevin Randoll Ostergaard

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 02/2019
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 02/2016 → 11/2018
  Edelman Financial Services
  Fairfax, VA
• 01/2019 → 04/2025
  Wolf Group Capital Advisors
  Fairfax, VA
• 05/2025 → Present
  Cw Advisors, Llc
  Farifax, VA

Previous Registrations

• 2019-03-14 → 2025-05-02
  Wolf Group Capital Advisors
  Fairfax, VA
  Fairfax, VA
  Charlotte, NC
• 2018-11-01 → 2019-01-16
  Edelman Financial Engines
  Sunnyvale, CA
• 2016-02-02 → 2018-11-01
  Edelman Financial Services, Llc
  Bethesda, MD
  Fairfax, VA
• 2014-11-28 → 2016-02-03
  Securian Financial Services, Inc.
  Rockville, MD

Other Businesses

1) Rental Property Owner; Not investment-related; Washington, DC 20003; Rental property; Owner; 02/01/2025; 1 hour per month; 0 during trading hours; Responsible for administrative duties and property up-keep

Exams

• S66 Uniform Combined State Law Examination
  2014-11-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant