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Owner · Skyline Financial Northwest

Kaleen R Anderson

CRD 7311738 · Named on Form ADV at one SEC-registered adviser

At a glance

Skyline Financial Northwest, an SEC-registered wealth manager based in Portland, OR with $148 million in regulatory assets, lists Kaleen R Anderson on its Form ADV as Owner, a control person.

Firms and roles

AtlasMembers

Kaleen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Aaron D. HillmanPresident and Chief Compliance Officer, Skyline Financial Northwest

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kaleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.