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HM

Heather L. Mosher

WEST MICHIGAN ADVISORS
Holland, MI 49423
Some features on this profile are disabled
CRD#: 5124024
HM

Professional summary

Heather Lynnelle Mosher, who also goes by Heather Lynnelle Passmore, is a registered financial advisor currently at WEST MICHIGAN ADVISORS located in Holland, Michigan.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Heather has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Heather Lynnelle Passmore

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 Heather Lynnelle Mosher'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

January 12, 2022 - Present

WEST MICHIGAN ADVISORS

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

February 1, 2010 - January 29, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
HOLLAND, MI
Past

February 1, 2010 - January 29, 2022

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
HOLLAND, MI
Past

November 9, 2009 - January 26, 2010

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA
CRD#: 453
HOLLAND, MI
Past

February 11, 2009 - January 26, 2010

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
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
(1/12/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/30/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/19/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/10/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/19/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/19/2024
General Securities Sales Supervisor - Options Module 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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
23

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 (2/12/2026)

Regulatory assets under management

Total Number of Accounts2,993
AUM (Assets Under Management)$ 781,324,025

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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