Cws Financial Advisors LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 297000
- SEC number
- 801-113289
- Firm type
- RIA
- Assets under management
- $1.3B as of Feb 11, 2026
- Website
- linkedin.com/CWS%20Financial%20Advisors ↗
- Phone
- (269) 349-4600
- Address
- 405 West Michigan Avenue, Kalamazoo, MI, 49007
Advisors at this firm
6 in our index · page 1 of 1
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Christine Louise BattsCRD 6383766 · Kalamazoo, MIIA RegisteredRegistration inactive
-
William Joseph RobertsCRD 7400719 · Kalamazoo, MIIA Registered
-
Joseph Paul SplendorioCRD 4532290 · Kalamazoo, MIIA RegisteredRegistration inactive
-
Lindsey Erin SplendorioCRD 4529622 · Kalamazoo, MIIA RegisteredRegistration inactive
-
Regina N SpenceCRD 6924568 · Kalamazoo, MIIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Cory Dale WietfeldtCRD 2423429 · Kalamazoo, MIIA RegisteredRegistration inactiveDisclosure event(s) on record
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 297000 ↗
FINRA BrokerCheck record for firm CRD 297000 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.