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Cory Wietfeldt

Cory Wietfeldt

Financial Advisor and Branch Manager

Followers of Cory Wietfeldt244 followers
location of Cory WietfeldtKalamazoo, Michigan, United States

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  • Timeline

  • About me

    Principal and Chief Compliance Officer at CWS Financial Advisors, LLC.

  • Education

    • Western Michigan University

      1993 - 1998
      Bachelor of Business Administration (B.B.A.) Finance

  • Experience

    • Wells Fargo Advisors

      May 1996 - Feb 2014
      Financial Advisor and Branch Manager

      The practice transitioned to the independent channel of Wells Fargo Advisors as of February, 2014.

    • CWS Financial Advisors

      Feb 2014 - now
      Principal and Chief Compliance Officer

      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.

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board