CWS Financial Advisors LLC
Legal Name: CWS FINANCIAL ADVISORS LLC
Full Contact Details
CWS Financial Advisors LLC
405 WEST MICHIGAN AVENUE, SUITE 110, KALAMAZOO, MI
(269) 349-4600
(269) 349-1160
Other Info
CWS Financial Advisors LLC is a Michigan-based limited liability company with three employees, of which all three hold advisory roles. Although the number of clients they serve is unknown, their SEC (U.S. Securities and Exchange Commission) status is listed as approved, with a registration date of May 23, 2018.
CWS Financial Advisors – Kalamazoo, MI
× Home Services About Us Our Philosophy Contact Us Services About Us Our Philosophy Contact Us Client Relationship Summary ☰ Committed to your success. CWS Financial Advisors is a boutique provider of wealth management services to affluent households and families. Based in the Kalamazoo, Michigan…
Direct Owners
-
CORY DALE WIETFELDT
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
JOSEPH PAUL SPLENDORIO
MANAGING MEMBER owns more than 25% but less than 50%
-
LINDSEY ERIN SPLENDORIO
MANAGING MEMBER owns more than 25% but less than 50%