Cws Financial Advisors Headquarters

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CWS Financial Advisors – Kalamazoo, MI

https://cwsfinancialadvisors.com/

CWS Financial Advisors is a boutique provider of wealth management services to affluent households and families. Based in the Kalamazoo, Michigan community, we have established lasting relationships with clients near and far. Know that our firm is personally vested in your success. Because you build a direct relationship with a firm principal ...

Contact Us – CWS Financial Advisors

https://cwsfinancialadvisors.com/contact-us/

Contact Us – CWS Financial Advisors. × Home Services About Us Our Philosophy Contact Us. ☰. Contact Us. 405 W Michigan Avenue. Suite 110. Kalamazoo, MI …

About Us – CWS Financial Advisors

https://cwsfinancialadvisors.com/about-us/

CWS Financial Advisors has roots that date back to 1983 when Jerry Cross opened the Kalamazoo office for A.G. Edwards, a national broker/dealer firm. In 2018, our firm transitioned to become an independent registered investment advisor. CWS is fortunate to have many clients who have grown with us over the evolution of our firm.

Our Services – CWS Financial Advisors

https://cwsfinancialadvisors.com/our-services/

CWS Financial Advisors. 405 W Michigan Avenue / Suite 110 / Kalamazoo, MI 49007. ADV Form Disclaimer ...

CWS Financial Advisors LinkedIn

https://www.linkedin.com/company/cws-financial-advisors

CWS Financial Advisors Financial Services Kalamazoo, MI 80 followers CWS Financial Advisors is a boutique provider of wealth management services to affluent households and families.

CWS FINANCIAL ADVISORS, LLC Top 13F Holdings

https://whalewisdom.com/filer/cws-financial-advisors-llc

Jun 30, 2021 · CWS Financial Advisors is based out of Kalamazoo. CWS Financial Advisors is a large advisory firm with 810 clients and discretionary assets under management (AUM) of $941,096,450 (Form ADV from 2021-02-25). Their last reported 13F filing for Q2 2021 included $250,799,000 in managed 13F securities and a top 10 holdings concentration of 63.99%.Form of Organization: Limited Liability Company

Lindsey Splendorio Financial Advisor - Cws Financial ...

https://smartadvisormatch.com/advisor-network/michigan/lindsey-splendorio-4529622

Cws Financial Advisors LLC is a financial advisory business that has its headquarters in Kalamazoo, Michigan. It handles $854 million in total assets between its 2,153 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides financial advice to five charitable organizations.

CWS FINRA.org

https://www.finra.org/investors/professional-designations/cws

Prerequisites. Three years of experience in the financial services industry that must also include direct interaction with clients and a 4-year degree from an accredited school. Education Requirements. Candidates must complete the following: Two instructor-led training sessions. Self-directed study on numerous wealth management issues.

Real Estate Management Firm - 1031 Exchange Advisor CWS ...

https://www.cwscapital.com/

Founded in 1969, CWS Capital Partners is a fully integrated real estate investment management company specializing in the acquisition, development, repositioning, and management of luxury apartment communities in fast growing American cities. Banner . CWS Capital Partners LLC 14 Corporate Plaza, Suite 210

What Is a Certified Wealth Strategist (CWS)? - SmartAsset

https://smartasset.com/financial-advisor/certified-wealth-strategist

Nov 12, 2019 · A Certified Wealth Strategist (CWS) is a professional who has attained a higher level of education and training in financial planning. As the name suggests, they specialize in working with high net-worth clients — typically those who have at least $1 million in liquid assets. But a CWS’s expertise goes beyond just offering a client financial advice.

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