KJ
Kurt T. Jolly
WEST MICHIGAN ADVISORS
Holland, MI 49423
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CRD#: 7356004
KJ
Professional summary
Kurt Thomas Jolly is a registered financial advisor currently at WEST MICHIGAN ADVISORS located in Holland, Michigan and LEVEL FOUR FINANCIAL, LLC located in Holland, Michigan.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Kurt has worked at 4 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.) Kurt Jolly is dually registered as an Investment Advisor Representative with West Michigan Advisors ("WMA" - since 12/2024) and Registered Representative with Level Four Financial, LLC (since 12/2024). Business is conducted from 301 Hoover Blvd., Suite 300 Holland, Michigan 49423. Approximately 90% of Mr. Jolly's time will be for services as an Investment Advisor Representative and 10% as a Registered Representative. 2.) Swim Coaching/Officiating - Independent contractor - Non-Investment Related - Coaching and officiating for regional and national swimming events in various capacities. 10-15 hours per month, not during trading hours. 3.) Junior Varsity Golf Coach, West Ottawa School District - Independent Contractor - Non-Investment Related - Teach the fundamentals of golf, teach how to play competitive golf, and facilitate the transportation to and from golf matches. 10% of time spent on this activity, none during trading hours. 4.) Holland Education Foundation, non-profit, not investment related, 501(c)3 organization to raise funds to better Holland Public Schools, started 04/01/2025, devote approximately 10 hours per month outside of trading hours, Board Member, located in Holland, MI. 5.) Kiwanis Club, 501(c)3 Service Group, not investment related, Member, provide community service, located in Holland, MI, devote approximately 3 hours per month to the entity outside of trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Thomas Jolly'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
December 2, 2024 - Present
WEST MICHIGAN ADVISORS
Office #1: 301 Hoover Blvd. Suite 300, Holland, MI 49423RIA
CRD#: 312073
Holland, MI
Current
December 18, 2024 - Present
LEVEL FOUR FINANCIAL, LLC
Office #1: 301 Hoover Blvd. Suite 300, Holland, MI 49423BD
CRD#: 25700
Holland, MI
Past
February 7, 2023 - December 2, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Chelsea, MI
Past
January 30, 2023 - December 2, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
CHELSEA, 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.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
IAR
Michigan(12/2/2024)
RR
Michigan(12/18/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/30/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEST MICHIGAN ADVISORS
CRD#: 312073Holland, MI 49423TRUST BUT VERIFY
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