Cory Wietfeldt

Cory Wietfeldt Email and Phone Number

Principal and Chief Compliance Officer at CWS Financial Advisors, LLC. @ CWS Financial Advisors
kalamazoo, michigan, united states
Cory Wietfeldt's Location
Kalamazoo, Michigan, United States, United States
About Cory Wietfeldt

Cory is a founding Principal of CWS Financial Advisors, a full-service, independent financial advisory practice based in Kalamazoo, MI. He serves as a personal financial advisor to a diverse mix of households, individuals, and small businesses across the US. Practice assets under advisement stood at over $850,000,000 as of Jan 1, 2019.

Cory Wietfeldt's Current Company Details
CWS Financial Advisors

Cws Financial Advisors

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Principal and Chief Compliance Officer at CWS Financial Advisors, LLC.
kalamazoo, michigan, united states
Website:
cwsfinancialadvisors.com
Employees:
9
Cory Wietfeldt Work Experience Details
  • Cws Financial Advisors
    Principal And Chief Compliance Officer
    Cws Financial Advisors Feb 2014 - Present
    Kalamazoo, Michigan Area
    Cory is a founding Principal of CWS Financial Advisors, a full-service, independent financial advisory practice based in Kalamazoo, MI. He serves as a personal financial advisor to a diverse mix of households, individuals, and small businesses across the US. Practice assets under advisement stood at over $850,000,000 as of Jan 1, 2019.
    View
  • Wells Fargo Advisors
    Financial Advisor And Branch Manager
    Wells Fargo Advisors May 1996 - Feb 2014
    Kalamazoo, Michigan Area
    The practice transitioned to the independent channel of Wells Fargo Advisors as of February, 2014.
    View

Cory Wietfeldt Education Details

Frequently Asked Questions about Cory Wietfeldt

What company does Cory Wietfeldt work for?

Cory Wietfeldt works for Cws Financial Advisors

What is Cory Wietfeldt's role at the current company?

Cory Wietfeldt's current role is Principal and Chief Compliance Officer at CWS Financial Advisors, LLC..

What schools did Cory Wietfeldt attend?

Cory Wietfeldt attended Western Michigan University.

Who are Cory Wietfeldt's colleagues?

Cory Wietfeldt's colleagues are Steffanie Pelaez, Lindsey Splendorio, Savannah Stuart, Kendra Logan, Christine Batts, Joe Splendorio, Will Roberts, Cfp®, Cepa.

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