MH
Matthew A. Hogg
WEST MICHIGAN ADVISORS
Holland, MI 49423
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CRD#: 7086113
MH
Professional summary
Matthew Alexander Hogg is a registered financial advisor currently at WEST MICHIGAN ADVISORS located in Holland, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 2. Board Member; City of Cedar Springs Planning Commission; 66 S. Main St, Cedar Springs, MI 49319; Since 07/2020; Non-investment related; No compensation; Approximately 3 hours spent per month 3. Board Member; Comstock Park Education Foundation; 101 School St NE, Comstock Park, MI 49321; Since 11/2019; Non-investment related; No compensation; Approximately 3 hours spent per month 4. Board Member; Grand Rapids Chamber of Commerce Ambassador Council; 250 Monroe Ave NW, 150, Grand Rapids, MI 49503; Since 11/2019; Non-investment related; No compensation; Approximately 6 hours spent per month 5. Board Member; Rotary Club of Grand Rapids; 1345 Monroe Ave NW, 307, Grand Rapids, MI 49505; Since 01/2022; Non-investment related; No compensation; Approximately 8 hours spent per month
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Alexander Hogg'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
June 1, 2022 - Present
WEST MICHIGAN ADVISORS
Office #1: 301 Hoover Blvd. Suite 300, Holland, MI 49423RIA
CRD#: 312073
Holland, MI
Past
September 9, 2019 - June 3, 2022
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
Grand Rapids, MI
Past
July 9, 2019 - June 3, 2022
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
Grand Rapids, 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(6/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/9/2019
General Securities Representative ExaminationGeneral 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
Registered Investment Advisory firm - (1/21/2021 Approved)Upgrade to AdvisorCheck Premium
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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
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