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Cory Dale Wietfeldt

CWS FINANCIAL ADVISORS LLC·KALAMAZOO, Michigan
Unclaimed Profile
405 WEST MICHIGAN AVENUE, KALAMAZOO, MI 49007CRD# 2423429Firm CRD# 297000
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CWS FINANCIAL ADVISORS LLC
CWS FINANCIAL ADVISORS LLC
AUM
$1.1B
Regulatory assets under management
Employees
10
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2423429
Firm CRD# 297000
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Michigan
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City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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