Aaron Clark has been Member/CEO/Managing Partner of Tamarisk Financial since April 2024, is a control person of the firm and directly owns between 25% and 50% of it. Aaron Clark holds a BA in Business Management from Hope College.
Tamarisk Financial, LLC is a Holland, MI firm with $781M under management, 1,378 clients and 16 advisers in one office, as of its July 2026 filing.
Aaron Clark is Financial Advisor, CEO & Partner of West Michigan Advisors and a co-founder of the firm, based in Holland, Michigan. Clark provides strategic leadership for the company and serves clients as an advisor, focusing on individualized investment strategies and multigenerational wealth planning. Clark has been in financial services for over a decade and previously served clients as a financial advisor at Raymond James, after a stint as a branch manager at a local community bank.
Aaron Clark’s longest registration was 8 years at Raymond James & Associates, Inc. (2013–2021). Before joining Tamarisk Financial in 2021, Aaron Clark was registered through Raymond James & Associates, Inc.
- West Michigan AdvisorsCurrent– present · 5 yearsHolland, MI · Adviser representative · Firm CRD 312073
- Raymond James & Associates, Inc.– · 8 yearsHolland, MI · Adviser representative · Firm CRD 705
- Raymond James & Associates, Inc.– · under a yearHolland, MI · Adviser representative · Firm CRD 705
Professional designations
Listed by Tamarisk Financial
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Aaron Clark is registered as an investment adviser representative in 2 states. The first approvals date from February 2021; the most recent is Texas, in August 2021.
- MichiganSince 18 February 2021
- TexasSince 31 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 January 2011 |
| Series 7 | General Securities Representative Examination | 7 December 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Michael Clark
- CRD
- 5346975
- Firm
- Tamarisk Financial · CRD 312073
- Role
- Member/CEO/Managing Partner
- Office
- 301 HOOVER BLVD., SUITE 300, Holland, MI 49423
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westmichiganadvisors.com
Where does Aaron Clark work?
Aaron Clark has been Member/CEO/Managing Partner of Tamarisk Financial, LLC since April 2024, and is a control person of the firm.
Is Aaron Clark a financial advisor?
Yes. Aaron Clark has a current investment-adviser registration in Michigan and Texas, through Tamarisk Financial since February 2021.
How many years of experience does Aaron Clark have?
Aaron Clark has 14 years in the financial industry, since June 2012, across 2 adviser firms.
What exams has Aaron Clark passed?
Aaron Clark has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2010. FINRA credited Aaron Clark with the SIE, which began in October 2018.
Where did Aaron Clark work before Tamarisk Financial?
Before Tamarisk Financial, Aaron Clark was registered through Raymond James & Associates, Inc., January 2011 to August 2011.
Where is Aaron Clark based?
Aaron Clark’s registered office is in Holland, MI.
Is Aaron Clark registered with FINRA?
No. Aaron Clark has no current broker registration.
How can I verify Aaron Clark’s record?
Search CRD 5346975 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Clark’s full registration record.
- Lonny ElfenbeinChief Compliance Officer
Ryan GormanChief Investment Officer- Stephanie SmithClient Operations Specialist
Kevin ClarkSenior Partner
Thomas BoschMember/Partner