TS
Tamara I. Snable
HENRICKSON NAUTA WEALTH ADVISORS
BELMONT, MI 49306
Some features on this profile are disabled
CRD#: 4776093
TS
Professional summary
Tamara Irene Snable, who also goes by Tamara Irene Gates, is a registered financial advisor currently at HENRICKSON NAUTA WEALTH ADVISORS, INC. located in Belmont, Michigan and OSAIC WEALTH, INC. located in Belmont, Michigan.
Tamara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Tamara has worked at 5 firms and has passed the Series 65, Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tamara Irene Gates
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.
TAMARA SNABLE NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public - no fees collected INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/11/2019 ADDRESS: 2325 Belmont Center NE, Suite A, Belmont MI 49306 DESCRIPTION: Notary Public for State of Michigan. No fees collected. HENRICKSON NAUTA WEALTH ADVISORS POSITION: Director of Client Services NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 02/13/2008 ADDRESS: 2325 Belmont Center NE, Suite A, Belmont MI 49306 DESCRIPTION: Day to day service of client accounts and relationships.
CRS (Client Relationship Summary) - RIA
Click below to view Tamara Irene Snable's 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®
NoneExperience
Current
April 23, 2010 - Present
HENRICKSON NAUTA WEALTH ADVISORS, INC.
Office #1: 2325 Belmont Center Dr. Ne Suite A, Belmont, MI 49306RIA
CRD#: 141201
BELMONT, MI
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 2325 Belmont Center Dr Suite A, Belmont, MI 49306RIA
BD
CRD#: 23131
BELMONT, MI
Past
July 8, 2008 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
BELMONT, MI
Past
March 30, 2006 - October 2, 2006
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SAGINAW, MI
Past
April 16, 2004 - November 18, 2005
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
HN
HENRICKSON NAUTA WEALTH ADVISORS, INC.
CHARGE CAPITAL GROUP | VISION CAPITAL PARTNERS, INC. | HN WEALTH ADVISORS | HENRICKSON NAUTA WEALTH ADVISORS, INC. | HENRICKSON NAUTA WEALTH ADVISORS
CRD#: 141201 / SEC#: 801-69451
RIA
Registered Investment Advisory firm - (7/31/2008 Approved)California
Registered Investment Advisory firm - (8/12/2008 Terminated)Georgia
Registered Investment Advisory firm - (8/12/2008 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(8/21/2025)
RR
Georgia(8/21/2025)
IAR
Michigan(4/23/2010)
RR
Michigan(8/23/2024)
RR
New Mexico(8/21/2025)
RR
North Carolina(8/21/2025)
RR
Washington(8/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HN
HENRICKSON NAUTA WEALTH ADVISORS, INC.
CHARGE CAPITAL GROUP | VISION CAPITAL PARTNERS, INC. | HN WEALTH ADVISORS | HENRICKSON NAUTA WEALTH ADVISORS, INC. | HENRICKSON NAUTA WEALTH ADVISORS
CRD#: 141201 / SEC#: 801-69451
RIA
Registered Investment Advisory firm - (7/31/2008 Approved)California
Registered Investment Advisory firm - (8/12/2008 Terminated)Georgia
Registered Investment Advisory firm - (8/12/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2325 Belmont Center Dr. Ne Suite A, Belmont, MI 49306
Mailing Address
Phone number
(616) 361-9308
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,912 |
| AUM (Assets Under Management) | $ 805,385,600 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 01/20/2025 | ||
| 10/19/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HENRICKSON NAUTA WEALTH ADVISORS, INC.
CRD#: 141201Belmont, MI 49306TRUST BUT VERIFY
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