CWS Financial Advisors Employee Directory

Financial ServicesUnited States11-50 Employees

CWS Financial Advisors is a boutique provider of wealth management services to affluent households and families. Based in the Kalamazoo, Michigan community, we have established lasting relationships with clients near and far.

Find CWS Financial Advisors employees' phone numbers or email addresses

CWS Financial Advisors Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

CWS Financial Advisors's Leadership

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    C. W.
    Principal And Chief Compliance Officer
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    J. S.
    Principal
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  • Stylized image of a person
    S. P.
    Senior Client Associate
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    L. S.
    Principal
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    K. L.
    Senior Client Service Associate
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    W. R.
    Financial Advisor
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    S. S.
    Client Associate
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  • Stylized image of a person
    K. B.
    Financial Analyst
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Contact profiles from CWS Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. W.
    Principal And Chief Compliance Officer
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    United StatesMichigan
    Oct 20, 2025
  • Stylized image of a person
    J. S.
    Principal
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    United StatesMichigan
    Nov 11, 2025
  • Stylized image of a person
    S. P.
    Senior Client Associate
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    United StatesMichigan
    Oct 18, 2025
  • Stylized image of a person
    L. S.
    Principal
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    United StatesMichigan
    Oct 17, 2025
  • Stylized image of a person
    K. L.
    Senior Client Service Associate
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    United StatesMichigan
    Oct 17, 2025
  • Stylized image of a person
    W. R.
    Financial Advisor
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    United StatesMichigan
    Nov 21, 2025
  • Stylized image of a person
    S. S.
    Client Associate
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    United StatesMichigan
    Oct 23, 2025
  • Stylized image of a person
    K. B.
    Financial Analyst
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    Oct 22, 2025

Frequently Asked Questions

What is CWS Financial Advisors known for?

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CWS Financial Advisors operates in the Financial Services industry. The company's main headquarters is located in 405 W Michigan Ave, Suite 110 Kalamazoo, MI 49007, US. Explore CWS Financial Advisors's company overview page for more information.

What is CWS Financial Advisors's most common email format?

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CWS Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CWS Financial Advisors email formats with LeadIQ.

How many employees does CWS Financial Advisors have currently?

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CWS Financial Advisors has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are CWS Financial Advisors's key employees and leadership?

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As of December 2025, CWS Financial Advisors's key employees include:

  • Principal And Chief Compliance Officer: C. W.
  • Principal: J. S.
  • Senior Client Associate: S. P.
  • Principal: L. S.
  • Senior Client Service Associate: K. L.

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