Unclaimed Profile

Thomas Scott Bosch

WEST MICHIGAN ADVISORS, LLC·HOLLAND, Michigan

SIE, Series 7, Series 66Clean record15 years registeredWEST MICHIGAN ADVISORS, LLC

301 HOOVER BLVD., HOLLAND, MI 49423CRD# 4801722Firm CRD# 312073

Profile Verification

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

Identity

Thomas Scott Bosch · HOLLAND, MI

Registration

CRD #4801722 · WEST MICHIGAN ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

WEST MICHIGAN ADVISORS

Jan 2023 – present

RAYMOND JAMES & ASSOCIATES, INC.

Sep 2010 – Dec 2022

Holland, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 27, 2010

Years registered · 15

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

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Frequently Asked Questions

What services does Thomas Scott Bosch offer?

Thomas Scott Bosch specializes in Financial Planning, Investment Management. Contact their office in HOLLAND, Michigan for a consultation.

What are Thomas Scott Bosch's credentials?

Thomas Scott Bosch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Scott Bosch located?

Thomas Scott Bosch 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 Thomas Scott Bosch charge for services?

Thomas Scott Bosch'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.

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