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Lindsey Erin Splendorio

CWS FINANCIAL ADVISORS LLC·KALAMAZOO, Michigan
Clean recordCWS FINANCIAL ADVISORS LLC
405 WEST MICHIGAN AVENUE, KALAMAZOO, MI 49007CRD# 4529622Firm CRD# 297000

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lindsey Erin Splendorio · KALAMAZOO, MI
Registration
CRD #4529622 · CWS FINANCIAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lindsey Erin Splendorio 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
Introduction

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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# 4529622
Firm CRD# 297000
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lindsey Erin Splendorio offer?
Lindsey Erin Splendorio specializes in Financial Planning, Investment Management. Contact their office in KALAMAZOO, Michigan for a consultation.
What are Lindsey Erin Splendorio's credentials?
Lindsey Erin Splendorio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsey Erin Splendorio located?
Lindsey Erin Splendorio 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 Lindsey Erin Splendorio charge for services?
Lindsey Erin Splendorio'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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Other Advisors at CWS FINANCIAL ADVISORS LLC

Cory Dale Wietfeldt
KALAMAZOO, MI
Joseph Paul Splendorio
KALAMAZOO, MI

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