Matthew Ward
K.W. Andersen Investment Group · Chicago, Illinois
Matthew Ward is a fee-only financial advisor at K.W. Andersen Investment Group in Chicago, Illinois. K.W. Andersen Investment Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | K.W. Andersen Investment Group |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $43.8M across 64 accounts |
| SEC registration | Investment adviser representative in CA, IL · CRD 2926885 |
| Exams passed | Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.anderseninvestments.com |
How Matthew's firm compares
- K.W. Andersen Investment Group's average account is about $685,000, from its Form ADV (assets managed divided by 64 accounts).
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Questions about Matthew
Is Matthew Ward a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and K.W. Andersen Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, K.W. Andersen Investment Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Ward based?
Matthew Ward is based in Chicago, Illinois.
Is Matthew Ward registered with the SEC?
Yes. Matthew Ward is registered as an investment adviser representative in CA and IL (CRD 2926885), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does K.W. Andersen Investment Group manage?
K.W. Andersen Investment Group reports $43.8M across 64 accounts in assets under management.
How do I contact Matthew Ward?
Through Matthew's website, www.anderseninvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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