West Michigan Advisors, LLC

West Michigan Advisors, LLC (CRD# 312073) is a financial advisory firm headquartered in Holland, MI. They manage $494,777,070 in 3,079 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
301 Hoover Blvd., Suite 300, Holland, MI 49423
https://www.facebook.com/west-michigan-advisors-101163191997197
By the Numbers
  • Total Assets Under Management
    495
    MILLION
  • Total Number of Accounts
    3,079
    ACCOUNTS
  • Average Account Value
    $160,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, KY, LA, MI, OH, TX

Financial Advisors at West Michigan Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Shane Ailes, financial advisor Holland MI
Shane A. Ailes
CRD#: 2455314
301 Hoover Blvd., Suite 300, Holland, MI 49423

Shane Ailes (CRD# 2455314) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 27 years of experience in the finance industry.

2
Kenneth Bauman, financial advisor Holland MI
Kenneth A. Bauman
CRD#: 2514380
301 Hoover Blvd., Suite 300, Holland, MI 49423

Kenneth Bauman (CRD# 2514380) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 29 years of experience in the finance industry.

3
Thomas Bosch, financial advisor Holland MI
Thomas S. Bosch
CRD#: 4801722
301 Hoover Blvd., Suite 300, Holland, MI 49423

Thomas Bosch (CRD# 4801722) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 19 years of experience in the finance industry.

4
Aaron Clark, financial advisor Holland MI
Aaron M. Clark
CRD#: 5346975
301 Hoover Blvd., Suite 300, Holland, MI 49423

Aaron Clark (CRD# 5346975) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 13 years of experience in the finance industry.

5
Kevin Clark, financial advisor Holland MI
Kevin H. Clark
CRD#: 1070464
301 Hoover Blvd., Suite 300, Holland, MI 49423

Kevin Clark (CRD# 1070464) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 41 years of experience in the finance industry.

6
Heather Mosher, financial advisor Holland MI
Heather L. Mosher
CRD#: 5124024
301 Hoover Blvd., Suite 300, Holland, MI 49423

Heather Mosher (CRD# 5124024) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 15 years of experience in the finance industry.

7
Jeffrey Perkins, financial advisor Holland MI
Jeffrey D. Perkins
CRD#: 6369152
301 Hoover Blvd., Suite 300, Holland, MI 49423

Jeffrey Perkins (CRD# 6369152) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 9 years of experience in the finance industry.

8
Stephanie Smith, financial advisor Holland MI
Stephanie L. Smith
CRD#: 5843814
301 Hoover Blvd., Suite 300, Holland, MI 49423

Stephanie Smith (CRD# 5843814) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 12 years of experience in the finance industry.

9
Kyle Bross, financial advisor Holland MI
Kyle J. Bross
CRD#: 7115447
301 Hoover Blvd., Suite 300, Holland, MI 49423

Kyle Bross (CRD# 7115447) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 4 years of experience in the finance industry.

10
Matthew Hogg, financial advisor Holland MI
Matthew A. Hogg
CRD#: 7086113
301 Hoover Blvd., Suite 300, Holland, MI 49423

Matthew Hogg (CRD# 7086113) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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