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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant11 years in industry

KEVIN RANDOLL OSTERGAARD

Advisor at CW ADVISORS, LLC

BOSTON, MA | Fairfax, VA

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Search this name across graphsid dfx:ria:0f197669-82d4-80e0-c546-76dc6b081d77

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 28, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CW ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 18, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Nov 18, 2014
First registration: Nov 28, 2014
Dual registered: no
IAPD individual key: 6375261

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CW ADVISORS, LLC	Independent wealth	May 1, 2025	n/a	yes	Fairfax, VA\|BOSTON, MA	Current employment
WOLF GROUP CAPITAL ADVISORS	Former SEC adviser	Mar 14, 2019	May 2, 2025	no	Fairfax, VA\|FAIRFAX, VA\|CHARLOTTE, NC	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Jan 16, 2019	no	SUNNYVALE, CA	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Feb 2, 2016	Nov 1, 2018	no	BETHESDA, MD\|FAIRFAX, VA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 28, 2014	Feb 3, 2016	no	ROCKVILLE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOLF GROUP CAPITAL ADVISORS	CW ADVISORS, LLC	May 2, 2025	May 1, 2025	-1	Firm change	RIA to RIA
EDELMAN FINANCIAL ENGINES	WOLF GROUP CAPITAL ADVISORS	Jan 16, 2019	Mar 14, 2019	57	Firm change	RIA to RIA
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
SECURIAN FINANCIAL SERVICES, INC.	EDELMAN FINANCIAL SERVICES, LLC	Feb 3, 2016	Feb 2, 2016	-1	Firm change	Other

Relationships

Registered with (5)

→ CW ADVISORS, LLCRegistered adviserregistration: current employment
May 1, 2025 to presentfactForm ADV
→ WOLF GROUP CAPITAL ADVISORSRegistered adviserregistration: previous registration
Mar 14, 2019 to May 2, 2025factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 1, 2018 to Jan 16, 2019factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 2, 2016 to Nov 1, 2018factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 28, 2014 to Feb 3, 2016factForm ADV

Dated events

Occurred
May 2, 2025
Advisor changed firm
Kevin Randoll Ostergaard left Wolf Group Capital Advisors for Cw Advisors, Llc (registered 2025-05-01)
Form ADVobserved 6 days ago