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Shane A. Ailes

WEST MICHIGAN ADVISORS
Holland, MI 49423
Some features on this profile are disabled
CRD#: 2455314
SA

Professional summary

Shane Alan Ailes, AIF® is a registered financial advisor currently at WEST MICHIGAN ADVISORS located in Holland, Michigan.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Shane has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Insurance sales- Agent. Sale and service of various lines of non securities insurance products and/or fixed annuities through various carriers. About 4 hours a month is devoted to this, all during trading hours. START DATE: 4/4/1996 2. Rolling Oaks Condominium Association Address: Holland, MI Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related:Yes Start Date: 11/02/2020 Hours per month devoted to this business: 0.5 Hours per month devoted to this business during trading hours: 0 Description of duties: Vice President of our neighborhood association - meet twice a year to discuss snow plowing of neighborhood, fall clean-up, dues, etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Alan Ailes's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

February 18, 2021 - Present

WEST MICHIGAN ADVISORS

Office #1: 301 Hoover Blvd. Suite 300, Holland, MI 49423
RIA
CRD#: 312073
Holland, MI
Past

September 28, 2017 - April 5, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Holland, MI
Past

September 28, 2017 - April 5, 2021

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Holland, MI
Past

August 18, 2010 - September 29, 2017

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
HOLLAND, MI
Past

May 19, 2008 - September 29, 2017

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
HOLLAND, MI
Past

January 21, 1998 - May 23, 2008

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HOLLAND, MI
Past

October 1, 1997 - January 30, 1998

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
COLUMBUS, OH
Past

September 18, 1996 - October 1, 1997

FMB INVESTMENT SERVICES

BD
CRD#: 28080
HOLLAND, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WM
WEST MICHIGAN ADVISORS
TAMARISK FAMILY OFFICE | WEST MICHIGAN ADVISORS, LLC | WEST MICHIGAN ADVISORS LLC | WEST MICHIGAN ADVISORS | TAMARISK RESEARCH | TAMARISK FINANCIAL, LLC

CRD#: 312073 / SEC#: 801-120208

RIA
Registered Investment Advisory firm - (1/21/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(2/18/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/14/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/17/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/25/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/17/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WM
WEST MICHIGAN ADVISORS
TAMARISK FAMILY OFFICE | WEST MICHIGAN ADVISORS, LLC | WEST MICHIGAN ADVISORS LLC | WEST MICHIGAN ADVISORS | TAMARISK RESEARCH | TAMARISK FINANCIAL, LLC

CRD#: 312073 / SEC#: 801-120208

RIA
Registered Investment Advisory firm - (1/21/2021 Approved)
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Contact information

Main Address
301 Hoover Blvd. Suite 300, Holland, MI 49423
Mailing Address
Phone number
(616) 820-1040
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAMARISK FINANCIAL 2A BROCHURE (5/19/2025)

Regulatory assets under management

Total Number of Accounts2,993
AUM (Assets Under Management)$ 614,378,710

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEST MICHIGAN ADVISORS

CRD#: 312073Holland, MI 49423

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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