Cory Wietfeldt

Cory Wietfeldt

Financial Advisor and Branch Manager

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

Connect with Cory Wietfeldt to Send Message

Connect

Connect with Cory Wietfeldt to Send Message

Connect
  • 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