Kevin Clark has been Senior Partner of Tamarisk Financial since May 2025, is a control person of the firm and directly owns between 5% and 10% of it. Kevin Clark holds a BA in Political Science 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.
Kevin Clark is Senior Partner of West Michigan Advisors, based in Holland, Michigan. The role covers the firm's strategic vision, growth and recruitment, coaching new advisors, and work with the compliance team. Clark has designed portfolios for West Michigan clients for more than 40 years and has managed regional financial services firms.
Kevin Clark’s longest registration was 10 years at Raymond James & Associates, Inc. (2010–2021). Before joining Tamarisk Financial in 2021, Kevin Clark was registered through Raymond James & Associates, Inc.
- West Michigan AdvisorsCurrent– present · 5 yearsHolland, MI · Adviser representative · Firm CRD 312073
- Raymond James & Associates, Inc.– · 10 yearsNaples, FL · Adviser representative · Firm CRD 705
Professional designations
Listed by Tamarisk Financial
- Wealth Management Specialist (WMS)
- Registered Corporate Coach (RCC)
Investment adviser representative registrations
Kevin Clark is registered as an investment adviser representative in Michigan, since February 2021.
- MichiganSince 18 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 September 2000 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 29 October 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 October 1982 |
| Series 7 | General Securities Representative Examination | 16 October 1982 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Howard Clark
- CRD
- 1070464
- Firm
- Tamarisk Financial · CRD 312073
- Role
- Senior Partner
- Office
- 301 HOOVER BLVD., SUITE 300, Holland, MI 49423
- Registration
- Investment adviser registration
- In the industry since
- October 1982
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westmichiganadvisors.com
Where does Kevin Clark work?
Kevin Clark has been Senior Partner of Tamarisk Financial, LLC since May 2025, and is a control person of the firm.
Is Kevin Clark a financial advisor?
Yes. Kevin Clark has a current investment-adviser registration in Michigan, through Tamarisk Financial since February 2021.
How many years of experience does Kevin Clark have?
Kevin Clark has 44 years in the financial industry, since October 1982, across 2 adviser firms.
What exams has Kevin Clark passed?
Kevin Clark has passed 6 licensing exams: the Series 7, Series 63, Series 8, Series 65, Series 10 and Series 9. The earliest, the Series 7, was passed in October 1982. FINRA credited Kevin Clark with the SIE, which began in October 2018.
Where is Kevin Clark based?
Kevin Clark’s registered office is in Holland, MI.
Is Kevin Clark registered with FINRA?
No. Kevin Clark has no current broker registration.
How can I verify Kevin Clark’s record?
Search CRD 1070464 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Clark’s full registration record.
- Lonny ElfenbeinChief Compliance Officer
Ryan GormanChief Investment Officer- Stephanie SmithClient Operations Specialist
Aaron ClarkMember/CEO/Managing Partner
Thomas BoschMember/Partner