Kevin Randoll Ostergaard
Investment adviser representative at Cw Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$15.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cw Advisors, LLCMay 2025 to now
- Wolf Group Capital AdvisorsJan 2019 to Apr 2025
- Financial Engines Advisors L.L.C.Nov 2018 to Feb 2019
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial ServicesFeb 2016 to Nov 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Cw Advisors, LLC
$15.2BAssets managed
6,542Clients
99Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6375261
- Firm CRD
- 310873