Brent H. Rhoads

WEST MICHIGAN ADVISORS

Holland, MI 49423

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CRD#: 2947147

Professional summary

Brent Harold Rhoads is a registered financial advisor currently at WEST MICHIGAN ADVISORS located in Holland, Michigan.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brent has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

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.

Risk Management Specialist, 301 Hoover Blvd. Suite 300, Holland Michigan 49423; Insurance Sales, started 5/2025. Selling various insurance products (life, annuity, ltc, medical, etc.) to existing and prospective clients of Tamarisk Financial. Will spend 30-40 hours per week, mostly during market hours. Offers insurance products as a solution to meet the needs/goals within individual financial plans, business owner debt protection, cross purchase planning and other scenarios.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Harold Rhoads'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®

None

Experience

Current

May 19, 2025 - Present

WEST MICHIGAN ADVISORS

Office #1: 301 Hoover Blvd. Suite 300, Holland, MI 49423

RIA

CRD#: 312073

Holland, MI

Past

January 31, 2014 - January 4, 2024

REGULUS FINANCIAL GROUP, LLC

CRD#: 150631

Midland, MI

Past

March 22, 2012 - January 4, 2024

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

Midland, MI

Past

July 1, 2011 - January 31, 2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

MIDLAND, MI

Past

December 16, 2008 - May 20, 2011

INVEST FINANCIAL CORPORATION

CRD#: 12984

MIDLAND, MI

Past

January 3, 2006 - December 23, 2008

OSAIC WEALTH, INC.

CRD#: 23131

HASLETT, MI

Past

October 1, 2002 - December 19, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

HOUSTON, TX

Past

April 17, 1998 - October 1, 2002

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, TX

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".

WEST MICHIGAN ADVISORS

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
(5/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/27/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/13/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEST MICHIGAN ADVISORS

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

SEC notice filing (13 States and Territories)

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 Accounts	2,993
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.

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Firm Stability Insights

Brent H. Rhoads

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Harold Rhoads's CRS (Customer Relationship Summary).

Certified licenses

Experience

REGULUS FINANCIAL GROUP, LLC

REGAL INVESTMENT ADVISORS LLC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

INVEST FINANCIAL CORPORATION

OSAIC WEALTH, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL EQUITY SERVICES CORPORATION

Primary Firm SEC Registration

WEST MICHIGAN ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/1999

Series 63

Date: 4/27/1998

SIE

Date: 10/1/2018

Series 6

Date: 4/13/1998

Current Firm

WEST MICHIGAN ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEST MICHIGAN ADVISORS

TRUST BUT VERIFY

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