Cory Wietfeldt, CFP®

Cory Wietfeldt, CFP®

Partner

Phone: 269-342-7792
Fax: 269-349-1160
E-mail:
 

CORY WIETFELDT, CFP®

Partner

Cory Wietfeldt is a Partner at Cross, Wietfeldt & Splendorio Financial Advisors. Cory works with an acute focus on his clients’ best interests. Drawing on his knowledge of the many areas of investment planning and utilizing over 20 years of experience, Cory implements programs specifically designed for each of his clients. He currently serves as an advisor to a client base of households and retirement plans that represent an asset base of over $250,000,000.

Designations

Cory earned his CFP® designation in 2007. The CFP® certification mark identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP® Board. CFP® Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests and to obtain 30 hours of continuing education in the financial field biannually. Cory holds six securities registrations along with licenses in health insurance, life insurance and variable annuities.

Past Experience

A.G. Edwards & Sons – Financial Advisor and Branch Manager
First of America Securities – Lead Equity and Mutual Fund Trader

Education

Western Michigan University, BBA in Finance with a minor in Economics

Personal

Cory serves on the board of the Kalamazoo Civic Theatre and stays involved with the community and in the busy lives and varied interests of his four children. He, his wife, Kelly, and their children live in Portage.

Cory