Lindsey Splendorio is a CFP-designated registered investment advisor at Cws Financial Advisors LLC, based in Kalamazoo, MI, with 22 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 807 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWS Financial Advisors LLC charges an annual fee for investment management services, calculated as a percentage of the value of your portfolio. This fee includes CWSFA's advisory fee (up to 1%, which is negotiable) and a non-negotiable sub-adviser strategy/platform fee if a sub-adviser is used. The total fee will be shown as two separate line items on your custodian statement. Wealth management services, including investment management and financial planning, are offered for a fixed fee or asset-based fee.
Location
405 West Michigan Avenue, Suite 110, Kalamazoo, MI, 49007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cws Financial Advisors LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Goldman, Sachs & CO.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.