Lindsey
Splendorio
Cws Financial Advisors LLC
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About this Advisor
Lindsey Splendorio is a financial advisor based in Kalamazoo, Michigan, working with Cws Financial Advisors LLC. Lindsey has previously held positions at Wells Fargo Advisors Financial Network, LLC and Cws Financial Advisors LLC. Lindsey has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Lindsey is part of Cws Financial Advisors LLC, which operates out of Kalamazoo, Michigan. The firm has 10 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Cws Financial Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cws Financial Advisors LLC Brokerage Details
$1,054,540,889
10
2,094
$503,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lindsey Splendorio Work History
Cws Financial Advisors LLC
Cws Financial Advisors LLC
Wells Fargo Advisors Financial Network, LLC
Disclosures
Please visit the SEC profile of Lindsey Splendorio 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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