Advisor at CWS Financial Advisors LLC
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Firm
CWS Financial Advisors LLC
Location
Kalamazoo, MI 49007
Credentials
Series 63, Series 65
Industry experience
10 years
Christine Batts is a financial advisor with CWS Financial Advisors LLC in Kalamazoo, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at CWS Financial Advisors since 2019 and previously at M Holdings Securities, Inc. and ROST St. Advisors. CWS Financial Advisors LLC provides discretionary and non-discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm follows a strategic, long-term, objective-based approach, constructing low-turnover portfolios primarily from mutual funds, ETFs, and individual securities, with ongoing monitoring and selective use of third-party sub-advisers.
Based on CWS Financial Advisors LLC
Based on CWS Financial Advisors LLC
Fixed fees typically range from $250 to $7,500 depending on scope and complexity
$250 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: Fixed fees typically range from $250 to $7,500 depending on scope and complexity Fee-only: Financial planning and consulting services offered as hourly or fixed fee arrangements
405 West Michigan Avenue, Suite 110
Kalamazoo, MI 49007
Michigan
CWS Financial Advisors LLC
2019 - Present (7 years)
M Holdings Securities, Inc.
2015 - 2019 (4 years)
ROST St. Advisors
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.
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