Caleb Schoon has been an investment adviser representative at Tamarisk Financial since January 2024, and is not listed among the firm’s executive officers or direct owners.
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.
Caleb Schoon’s longest registration is the current one, 2 years at Tamarisk Financial since 2024. Before joining Tamarisk Financial in 2024, Caleb Schoon was registered through Gasaway Investment Advisors, Inc.
- West Michigan AdvisorsCurrent– present · 2 yearsHolland, MI · Adviser representative · Firm CRD 312073
- Gasaway Investment Advisors, Inc.– · under a yearKalamazoo, MI · Adviser representative · Firm CRD 123807
Investment adviser representative registrations
Caleb Schoon is registered as an investment adviser representative in Michigan, since January 2024.
- MichiganSince 31 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 August 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Caleb Jay Schoon
- CRD
- 7352483
- Firm
- Tamarisk Financial · CRD 312073
- Office
- 301 HOOVER BLVD., SUITE 300, Holland, MI 49423
- Registration
- Investment adviser registration
- In the industry since
- April 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Caleb Schoon work?
Caleb Schoon is an investment adviser representative registered through Tamarisk Financial, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Caleb Schoon a financial advisor?
Yes. Caleb Schoon has a current investment-adviser registration in Michigan, through Tamarisk Financial since January 2024.
How many years of experience does Caleb Schoon have?
Caleb Schoon has 3 years in the financial industry, since April 2023, across 2 adviser firms.
What exams has Caleb Schoon passed?
Caleb Schoon passed the Series 65 in August 2022.
Where did Caleb Schoon work before Tamarisk Financial?
Before Tamarisk Financial, Caleb Schoon was registered through Gasaway Investment Advisors, Inc., October 2022 to August 2023.
Where is Caleb Schoon based?
Caleb Schoon’s registered office is in Holland, MI.
Is Caleb Schoon registered with FINRA?
No. Caleb Schoon has no current broker registration.
How can I verify Caleb Schoon’s record?
Search CRD 7352483 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caleb Schoon’s full registration record.
