Christine
Batts
Cws Financial Advisors LLC
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About this Advisor
Christine Batts is a financial advisor who works out of Kalamazoo, Michigan with 4 years of relevant experience. Batts is an employee of Cws Financial Advisors LLC. Batts has gained experience at M Holdings Securities, Inc, Rost St. Advisors, Firekeepers Casino, Center Medical Supply Inc and Cws Financial Advisors LLC. Batts maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Cws Financial Advisors LLC is a registered investment business based out of Kalamazoo, MI. It handles $989 million in assets under management between its 2,102 accounts, placing it among the larger firms in the country by assets under management. The firm serves five charitable organizations. Of its 2,102 client accounts, 35% belong to high-net-worth clients who have at least $1 million in assets. Cws Financial Advisors LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually are based on which services are provided. However, fee types billed by Cws Financial Advisors LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cws Financial Advisors LLC Brokerage Details
$988,545,959
11
2,102
$470,288
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Christine Batts Work History
Christine has been registered as a financial advisor for 4 years.*
Cws Financial Advisors LLC
M Holdings Securities, Inc
Rost St. Advisors
Firekeepers Casino
Center Medical Supply Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christine Batts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cws Financial Advisors LLC
Kalamazoo, MI
Kalamazoo, MI
Kalamazoo, MI
Kalamazoo, MI
Kalamazoo, MI
Kalamazoo, MI
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