Bradley E. Laffrey

TAMARACK CAPITAL MANAGEMENT

Grand Rapids, MI 49546

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CRD#: 4345341

Professional summary

Bradley E Laffrey is a registered financial advisor currently at TAMARACK CAPITAL MANAGEMENT, LLC located in Grand Rapids, Michigan and ASPEN INVESTMENT MANAGEMENT INC. located in Grand Rapids, Michigan.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bradley has worked at 3 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley E Laffrey'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

October 12, 2020 - Present

TAMARACK CAPITAL MANAGEMENT, LLC

Office #1: 1155 East Paris Suite 300, Grand Rapids, MI 49546

RIA

CRD#: 310755

Grand Rapids, MI

Current

October 31, 2025 - Present

ASPEN INVESTMENT MANAGEMENT INC.

Office #1: 4020 E. Beltline Ave Ne Ste 103, Grand Rapids, MI 49525

RIA

CRD#: 112081

GRAND RAPIDS, MI

Past

June 16, 2010 - December 2, 2010

AZIMUTH CAPITAL MANAGEMENT LLC

RIA

CRD#: 132308

BLOOMFIELD HILLS, 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".

ASPEN INVESTMENT MANAGEMENT INC.

ALPHENAAR INVESTMENT COUNSEL, INC. | ASPEN INVESTMENT MANAGEMENT INC. | ASPEN GOLD INVESTMENT MANAGEMENT, INC.

CRD#: 112081 / SEC#: 801-58191

RIA

Registered Investment Advisory firm - (12/8/2000 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
(10/12/2020)

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: 9/17/2020

Uniform Investment Adviser Law Examination

Current Firm

ASPEN INVESTMENT MANAGEMENT INC.

ALPHENAAR INVESTMENT COUNSEL, INC. | ASPEN INVESTMENT MANAGEMENT INC. | ASPEN GOLD INVESTMENT MANAGEMENT, INC.

CRD#: 112081 / SEC#: 801-58191

RIA

Registered Investment Advisory firm - (12/8/2000 Approved)

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Contact information

Main Address

4020 E. Beltline Ave Ne Ste 103, Grand Rapids, MI 49525

Mailing Address

Phone number

(616) 361-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (2/6/2025)

Regulatory assets under management

Total Number of Accounts	540
AUM (Assets Under Management)	$ 285,662,327

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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Bradley E. Laffrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley E Laffrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAMARACK CAPITAL MANAGEMENT, LLC

ASPEN INVESTMENT MANAGEMENT INC.

AZIMUTH CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

ASPEN INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2020

Current Firm

ASPEN INVESTMENT MANAGEMENT INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPEN INVESTMENT MANAGEMENT INC.

TRUST BUT VERIFY

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