AC
Aaron M. Clark
WEST MICHIGAN ADVISORS
Holland, MI 49423
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CRD#: 5346975
AC
Professional summary
Aaron Michael Clark, AIF® is a registered financial advisor currently at WEST MICHIGAN ADVISORS located in Holland, Michigan.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Aaron has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
(1.) Holland Free Health Clinic; Holland, MI; Nature of the Business: Non Profit Org; Founder/Leadership; Position/Title: President; Start Date: 03/19/2012; 5 hours per month devoted to this business; 1 hour per month devoted to this business during trading hours; Description of Duties: Board of Directors. (2.) C-4 Investors LLC; Partner; Start Date: 09/01/2021; 1 hour per month devoted to this business: 0 hours per month devoted to this business during trading hours; Description of duties: Financial Partner, no day to day responsibilities. (3.) Insurance Sales - Agent; At Reported Business located; Start Date: 02/2013; 5 hours per month devoted to this business; 5 hours per month devoted to this business during trading hours; Description of duties: Services and sells various lines of non-securities insurance products and fixed annuities. (4.) Green Apex LLC; Member/Mananger; Start Date: 09/2025; 1 hour per month devoted to this business; 0 hours per month devoted to this business during trading hours; Description of duties: Member, Manager, no day to day responsibilities.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Michael Clark'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®
Experience
Current
February 18, 2021 - Present
WEST MICHIGAN ADVISORS
Office #1: 301 Hoover Blvd. Suite 300, Holland, MI 49423RIA
CRD#: 312073
Holland, MI
Past
February 26, 2013 - April 5, 2021
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
Holland, MI
Past
February 20, 2013 - April 5, 2021
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
Holland, MI
Past
January 13, 2011 - August 17, 2011
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
HOLLAND, MI
Past
December 8, 2010 - August 17, 2011
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
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)
IAR
Texas(8/31/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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)
Documents
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.
