Unclaimed Profile

Cory Dale Wietfeldt

CWS FINANCIAL ADVISORS LLC·KALAMAZOO, Michigan

Clean recordCWS FINANCIAL ADVISORS LLC

405 WEST MICHIGAN AVENUE, KALAMAZOO, MI 49007CRD# 2423429Firm CRD# 297000

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cory Dale Wietfeldt · KALAMAZOO, MI

Registration

CRD #2423429 · CWS FINANCIAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cory Dale Wietfeldt is a registered financial advisor based in KALAMAZOO, Michigan, affiliated with CWS FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CWS FINANCIAL ADVISORS LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CWS FINANCIAL ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2423429

Firm CRD# 297000

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cory Dale Wietfeldt offer?

Cory Dale Wietfeldt specializes in Financial Planning, Investment Management. Contact their office in KALAMAZOO, Michigan for a consultation.

What are Cory Dale Wietfeldt's credentials?

Cory Dale Wietfeldt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cory Dale Wietfeldt located?

Cory Dale Wietfeldt is based in KALAMAZOO, Michigan, working with CWS FINANCIAL ADVISORS LLC. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.

How does Cory Dale Wietfeldt charge for services?

Cory Dale Wietfeldt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CWS FINANCIAL ADVISORS LLC?

CWS FINANCIAL ADVISORS LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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