Financial ADVSR advisor directory · SEC adviser records
Cws Financial Advisors LLC financial advisors in Kalamazoo, MI
Every SEC-registered investment adviser representative at a Cws Financial Advisors LLC office in Kalamazoo, A to Z.
The short answer
7 registered advisors work at Cws Financial Advisors LLC in Kalamazoo, out of 7 at the firm nationwide; it ranks number 7 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Cws Financial Advisors LLC advisors in Kalamazoo, A to Z
Every Cws Financial Advisors LLC advisor →- Christine L. BattsInvestment adviser rep
- Andrew B. GildeaInvestment adviser rep
- William J. RobertsCertified Financial Planner
- Regina N. SpenceInvestment adviser rep
- Joseph P. SplendorioInvestment adviser rep
- Lindsey E. SplendorioCertified Financial Planner
- Cory D. WietfeldtCertified Financial Planner
Cws Financial Advisors LLC advisors in every city and state →Cws Financial Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Kalamazoo
All Kalamazoo advisors →Ameriprise Financial Services, LLC 14Morgan Stanley 13Raymond James & Associates, Inc. 11Cambridge Investment Research Advisors, Inc. 9Edward Jones 9LPL Financial LLC 8Kestra Advisory Services, LLC 7Fifth Third Securities, Inc. 6Harbour Investments, Inc. 6Equitable Advisors, LLC 5M Holdings Securities, Inc. 5Osaic Wealth, Inc. 5
Questions
How many financial advisors does Cws Financial Advisors LLC have in Kalamazoo?
7 investment adviser representatives are registered at Cws Financial Advisors LLC offices in Kalamazoo, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Cws Financial Advisors LLC one of the largest advisor employers in Kalamazoo?
Cws Financial Advisors LLC ranks number 7 in Kalamazoo by registered advisors; Ameriprise Financial Services, LLC has the most, with 14.
How do I check a Cws Financial Advisors LLC advisor in Kalamazoo?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cws Financial Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.