CWS FINANCIAL ADVISORS LLC

KALAMAZOO, Michigan·3 registered advisors·CRD# 297000
SEC# 801-1132890(269) 349-4600
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CWS FINANCIAL ADVISORS LLC

3 registered advisors
Cory Dale Wietfeldt
KALAMAZOO, Michigan
Joseph Paul Splendorio
KALAMAZOO, Michigan
Lindsey Erin Splendorio
KALAMAZOO, Michigan
05

Office Locations

KALAMAZOO, Michigan
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CWS FINANCIAL ADVISORS LLC (CRD# 297000) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.