Cory Wietfeldt
Advisor at CWS Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at CWS Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CWS Financial Advisors LLC
Location
Kalamazoo, MI 49007
Credentials
CFP®, Series 63, Series 66
Industry experience
31 years
Cory Wietfeldt is a CFP® with 31 years of industry experience and is currently a financial advisor at CWS Financial Advisors LLC in Kalamazoo, MI. He has worked at CWS Financial Advisors since 2014 and previously spent four years at Wells Fargo Advisors Financial Network, LLC. CWS Financial Advisors LLC provides investment management and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a strategic, long-term, objective-based investment approach, utilizing low-turnover portfolios composed mainly of mutual funds, ETFs, and individual securities, while also incorporating third-party sub-advisers when appropriate.
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 · Texas
CWS Financial Advisors LLC
2018 - Present (8 years)
CWS Financial Advisors LLC
2018 - Present (8 years)
Wells Fargo Advisors
2014 - 2018 (4 years)
CWS Financial Advisors LLC
2014 - Present (12 years)
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Lawyer
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