Cws Financial Advisors LLC

Cws Financial Advisors LLC (CRD# 297000) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $1,054,540,889 in 2,094 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
405 West Michigan Avenue, Suite 110, Kalamazoo, MI 49007
https://www.cwsfas.com
By the Numbers
  • Total Assets Under Management
    1,055
    MILLION
  • Total Number of Accounts
    2,094
    ACCOUNTS
  • Average Account Value
    $503,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, LA, MI, NC, NY, OH, TN, TX

Financial Advisors at Cws Financial Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Regina Spence, financial advisor Kalamazoo MI
Regina N. Spence
CRD#: 6924568
405 West Michigan Avenue, Suite 110, Kalamazoo, MI 49007

Regina Spence (CRD# 6924568) is an Investment Advisor Representative working at Cws Financial Advisors LLC in Kalamazoo, MI and has over 5 years of experience in the finance industry.

2
Joseph Splendorio, financial advisor Kalamazoo MI
Joseph P. Splendorio
CRD#: 4532290
405 West Michigan Avenue, Suite 110, Kalamazoo, MI 49007

Joseph Splendorio (CRD# 4532290) is an Investment Advisor Representative working at Cws Financial Advisors LLC in Kalamazoo, MI and has over 21 years of experience in the finance industry.

3
Lindsey Splendorio, financial advisor Kalamazoo MI
Lindsey E. Splendorio
CRD#: 4529622
405 West Michigan Avenue, Suite 110, Kalamazoo, MI 49007

Lindsey Splendorio (CRD# 4529622) is an Investment Advisor Representative working at Cws Financial Advisors LLC in Kalamazoo, MI and has over 21 years of experience in the finance industry.

4
Cory Wietfeldt, financial advisor Kalamazoo MI
Cory D. Wietfeldt
CRD#: 2423429
405 West Michigan Avenue, Suite 110, Kalamazoo, MI 49007

Cory Wietfeldt (CRD# 2423429) is an Investment Advisor Representative working at Cws Financial Advisors LLC in Kalamazoo, MI and has over 29 years of experience in the finance industry.

5
Christine Batts, financial advisor Kalamazoo MI
Christine L. Batts
CRD#: 6383766
405 West Michigan Avenue, Suite 110, Kalamazoo, MI 49007

Christine Batts (CRD# 6383766) is an Investment Advisor Representative working at Cws Financial Advisors LLC in Kalamazoo, MI and has over 6 years of experience in the finance industry.

6
William Roberts, financial advisor Kalamazoo MI
William J. Roberts
CRD#: 7400719
405 West Michigan Avenue, Suite 110, Kalamazoo, MI 49007

William Roberts (CRD# 7400719) is an Investment Advisor Representative working at Cws Financial Advisors LLC in Kalamazoo, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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