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Lindsey Splendorio

Advisor at CWS Financial Advisors LLC

Updated today
CWS Financial Advisors LLC logo

Firm

CWS Financial Advisors LLC

Location

Kalamazoo, MI 49007

Credentials

CFP®, Series 66

Industry experience

22 years

About

Lindsey Splendorio is a CFP® professional with 22 years of experience in the financial services industry. She has been with CWS Financial Advisors LLC since 2014, including a prior tenure at Wells Fargo Advisors Financial Network from 2014 to 2018. Lindsey holds the Series 66 designation and works from Kalamazoo, MI. 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 employs a strategic, long-term, objective-based investment approach, emphasizing qualitative manager selection, cost considerations, and tax implications, with ongoing portfolio monitoring and review.

Client services

Based on CWS Financial Advisors LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on CWS Financial Advisors LLC

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Wealth management

Fee options

Fixed

Fixed fees typically range from $250 to $7,500 depending on scope and complexity

Project-based

$250 per hour for financial planning and consulting services

Other

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

Location

405 West Michigan Avenue, Suite 110

Kalamazoo, MI 49007

Most active in

Michigan

Work history

CWS Financial Advisors LLC

2018 - Present (8 years)

Wells Fargo Advisors

2014 - 2018 (4 years)

CWS Financial Advisors LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Terry R

CFA®, Series 63

Mattawan, MI

Sequence Analytix, LLC

Retirement income strategy Passive / index investing Active portfolio management Approaching retirement
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Robert B

Series 65

Portage, MI

RJB Investment Advisory Services, LLC

Passive / index investing
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Bradley H

Series 66

Kalamazoo, MI

Hallgren Financial LLC

Active portfolio management

Brian F

CFP®

Portage, MI

Face 2 Face Financial Planning, LLC

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.

Charitable giving & philanthropy General retirement planning Career Changers Baby Boomers (Born 1946-1964)
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Jeffrey C

CFP®, Series 65

Portage, MI

Cole Investment Advisors, Inc.

Wealth management
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Mark W

CFP®

Kalamazoo, MI

Black Diamond Investment Group,Inc.

Active portfolio management Income planning
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