Unclaimed Profile

Stephanie Lynn Smith

WEST MICHIGAN ADVISORS, LLC·HOLLAND, Michigan

SIE, Series 7, Series 66Clean record14 years registeredWEST MICHIGAN ADVISORS, LLC

301 HOOVER BLVD., HOLLAND, MI 49423CRD# 5843814Firm CRD# 312073

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie Lynn Smith · HOLLAND, MI

Registration

CRD #5843814 · WEST MICHIGAN ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

LEVEL FOUR FINANCIAL, LLC

Nov 2022 – present

WEST MICHIGAN ADVISORS

Feb 2021 – present

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2012 – Apr 2021

Holland, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 27, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAMARISK FINANCIAL, LLC

CRD 312073 · SEC 801-120208

AUM

$495M

Regulatory assets under management

Employees

3,079 client accounts

Services offered by TAMARISK FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TAMARISK FINANCIAL, LLC →

Introduction

Speak with Stephanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephanie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOLLAND?

Browse all registered financial advisors in HOLLAND, Michigan or claim this profile if it's yours.

Browse HOLLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephanie Lynn Smith offer?

Stephanie Lynn Smith specializes in Financial Planning, Investment Management. Contact their office in HOLLAND, Michigan for a consultation.

What are Stephanie Lynn Smith's credentials?

Stephanie Lynn Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Lynn Smith located?

Stephanie Lynn Smith is based in HOLLAND, Michigan, working with WEST MICHIGAN ADVISORS, LLC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.

How does Stephanie Lynn Smith charge for services?

Stephanie Lynn Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEST MICHIGAN ADVISORS, LLC?

WEST MICHIGAN ADVISORS, LLC has approximately 15 employees and manages $495M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →