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CWS FINANCIAL ADVISORS LLC

KALAMAZOO, MI · CRD 297000 · IAPD ↗ · (269) 349-4600

$1.33BRegulatory AUM
5Advisory reps
12Employees
0Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
December 2025 — CWS FINANCIAL ADVISORS LLC changed its website from cwsfas.com to linkedin.reginaspence.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
March 2025 — CWS FINANCIAL ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — CWS FINANCIAL ADVISORS LLC crossed $1B in regulatory AUM ($988.5M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.