William Andersen has been Portfolio Manager and Chief Compliance Officer of Western Pacific Wealth Management since May 2010, is a control person of the firm and directly owns under 5% of it. William Andersen holds a B.A. in Economics from Stanford University and an MBA from the University of Chicago.
Western Pacific Wealth Management, LP is a Lake Forest, IL firm with $206M under management, 33 clients and 2 advisers across 2 offices, as of its March 2026 filing.
William R. Andersen is Chief Investment Officer of Western Pacific Wealth Management and a founding Principal of the firm. From 2010 until 2020 he was a founder and Chief Investment Officer of Ranger International, an institutional investment manager focused on global equity income portfolios. Between 1985 and 2003 he worked at Driehaus Capital Management, where he served as a Portfolio Manager and as Chief Investment Officer/International of its international division.
William Andersen’s longest registration was 10 years at Ranger International Management, L.P. (2010–2020). Before joining Western Pacific Wealth Management in 2021, William Andersen was registered through Andersen Capital Management, LLC.
- – present · 5 yearsLake Forest, IL · Adviser representative · Firm CRD 152714
- – · 10 yearsLake Forest, IL · Adviser representative · Firm CRD 152714
- Andersen Capital Management, LLC– · 8 yearsLake Forest, IL · Adviser representative · Firm CRD 135243
Professional designations
Listed by Western Pacific Wealth Management
- CFA
Investment adviser representative registrations
William Andersen is registered as an investment adviser representative in 3 states. The first approvals date from August 2021; the most recent are Oregon and Texas, in September 2021.
- IllinoisSince 20 August 2021
- OregonSince 14 September 2021
- TexasSince 14 September 2021
Examinations
No examinations are on William Andersen’s record.
- Full name
- William Robert Andersen
- CRD
- 4344365
- Firm
- Western Pacific Wealth Management · CRD 152714
- Role
- Portfolio Manager; Chief Compliance Officer
- Office
- 263 Market Square, Suite B, Lake Forest, IL 60045
- Registration
- Investment adviser registration
- In the industry since
- January 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westpacwm.com
Where does William Andersen work?
William Andersen has been Portfolio Manager; Chief Compliance Officer of Western Pacific Wealth Management, LP since May 2010, and is a control person of the firm.
Is William Andersen a financial advisor?
Yes. William Andersen has a current investment-adviser registration in Illinois, Oregon and Texas, through Western Pacific Wealth Management since August 2021.
How many years of experience does William Andersen have?
William Andersen has 20 years in the financial industry, since January 2006, across 2 adviser firms.
Where did William Andersen work before Western Pacific Wealth Management?
Before Western Pacific Wealth Management, William Andersen was registered through Ranger International Management, L.P., December 2010 to December 2020; Andersen Capital Management, LLC, June 2005 to April 2014.
Where is William Andersen based?
William Andersen’s registered office is in Lake Forest, IL.
Is William Andersen registered with FINRA?
No. William Andersen has no current broker registration.
Is William Andersen a CFA charterholder?
Western Pacific Wealth Management lists William Andersen with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify William Andersen’s record?
Search CRD 4344365 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Andersen’s full registration record.