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CS

Caleb J. Schoon

WEST MICHIGAN ADVISORS
Holland, MI 49423
Some features on this profile are disabled
CRD#: 7352483
CS

Professional summary

Caleb Jay Schoon is a registered financial advisor currently at WEST MICHIGAN ADVISORS located in Holland, Michigan.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Caleb has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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 Caleb Jay Schoon'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 31, 2024 - Present

WEST MICHIGAN ADVISORS

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

October 6, 2022 - August 2, 2023

GASAWAY INVESTMENT ADVISORS, INC.

RIA
CRD#: 123807
KALAMAZOO, 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
(1/31/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/5/2022
Uniform Investment Adviser Law 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)
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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)

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 BROCHURE (5/19/2025)

Regulatory assets under management

Total Number of Accounts2,993
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.

Company Information

WEST MICHIGAN ADVISORS

CRD#: 312073Holland, MI 49423

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