← Back to searchVisit website
CWS FINANCIAL ADVISORS LLC
CRD 297000 · SEC 801-113289
405 WEST MICHIGAN AVENUE, SUITE 110, KALAMAZOO, MI, 49007, United States
Phone
(269) 349-4600
Fax
(269) 349-1160
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.33B
Discretionary AUM
$1.32B
Team
12 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 421 | $175.8M |
| High net worth individuals | 381 | $1.14B |
| Charitable organizations | 5 | $14.1M |
States served
AZ, CA, CO, IL, IN, LA, MI, NY, NC, OH, TN, TX, FL
All web addresses on file
- HTTP://LINKEDIN.COM/CWS Financial Advisors
- http://www.linkedin.Joe Splendorio
- http://www.linkedin.LindseySplendorio
- http://www.linkedin.Cory Wietfeldt
- http://www.linkedin.SavannahStuart
- http://www.linkedin.ChristineBatts
- http://www.linkedin.KendraLogan
- http://www.linkedin.SteffanieCruse
- http://www.linkedin.WillRoberts
- http://www.linkedin.ReginaSpence
- HTTPS://WWW.CWSFAS.COM
- http://www.linkedin.AndrewGildea
Official SEC filing: View on IAPD