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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 ...
https://hoursfinder.com/c-hours/cws-financial-advisors-hours.html
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
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 49007. Phone: 269-349-4600. Fax: 269-349-1160.
https://cwsfinancialadvisors.com/our-services/
CWS Financial Advisors. 405 W Michigan Avenue / Suite 110 / Kalamazoo, MI 49007. ADV Form Disclaimer ...
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.
https://whalewisdom.com/filer/cws-financial-advisors-llc
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 2021-09-14). 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%.
https://www.wrapmanager.com/wealth-management-blog/common-financial-credentials-what-is-a-cfp-cws-and-cfa
Every Certified Financial Planner is a financial planner, but not every financial advisor is a CFP. A CFP must have, at minimum, a bachelor’s degree, three years of experience in financial planning, and complete the equivalent of 15 credit hours of college-level courses. After passing the Certified Financial Planner Board of Standards exam, CFPs must complete 30 hours of continuing education every two years. …
https://cwsfinancialadvisors.com/our-philosophy/
CWS Financial Advisors is an independent, fee-only fiduciary that provides comprehensive financial planning and wealth management services to individuals, families, and business owners. We view our client relationships as an important investment. We invest our time in our clients as we learn what their personal and financial goals are, and then ...
https://www.finra.org/investors/professional-designations/cws
Two instructor-led training sessions. Self-directed study on numerous wealth management issues. Capstone project. Examination Type. Ten Mastery Exams, one for each directed study module. Continuing Education Requirements. 33 hours every two years. Verification …
https://smartasset.com/financial-advisor/certified-wealth-strategist
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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