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Cws Financial Advisors LLC CRD 297000
$1.33B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
405 West Michigan Avenue Suite 110, Kalamazoo, MI 49007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-07 |
| MI | RA | APPROVED | 2018-06-15 |
Branch Locations
405 West Michigan Avenue Suite 110, Kalamazoo, MI 49007 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Kalamazoo | MI | 02/2014 | 05/2018 |
| Cws Financial Advisors Llc | Kalamazoo | MI | 01/2014 | Present |
| Cws Financial Advisors Llc | Kalamazoo | MI | 04/2018 | Present |
| Cws Financial Advisors Llc | Kalamazoo | MI | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-24 |
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