Kyle Bross has been an investment adviser representative at Tamarisk Financial since June 2023, and is not listed among the firm’s executive officers or direct owners. Kyle Bross holds a BA in Accounting from Baker 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.
Kyle Bross is Financial Advisor of West Michigan Advisors, based in Holland, Michigan. Bross began a career as an accountant and spent more than six years in the field, started trading stocks in 2000 and options by 2010, and moved into a financial advisory role in 2019. Bross has more than a decade of experience.
Kyle Bross’ longest registration was 3 years at Raymond James & Associates, Inc. (2019–2023). Before joining Tamarisk Financial in 2023, Kyle Bross was registered through Raymond James & Associates, Inc.
- West Michigan AdvisorsCurrent– present · 3 yearsHolland, MI · Adviser representative · Firm CRD 312073
- Raymond James & Associates, Inc.– · 3 yearsMuskegon, MI · Adviser representative · Firm CRD 705
Professional designations
Listed by Tamarisk Financial
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Kyle Bross is registered as an investment adviser representative in Michigan, since June 2023.
- MichiganSince 7 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 July 2019 |
| Series 7TO | General Securities Representative Examination | 22 May 2019 |
| SIE | Securities Industry Essentials Examination | 22 April 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kyle Joshua Bross
- CRD
- 7115447
- Firm
- Tamarisk Financial · CRD 312073
- Office
- 301 HOOVER BLVD., SUITE 300, Holland, MI 49423
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westmichiganadvisors.com
Where does Kyle Bross work?
Kyle Bross is an investment adviser representative registered through Tamarisk Financial, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Bross a financial advisor?
Yes. Kyle Bross has a current investment-adviser registration in Michigan, through Tamarisk Financial since June 2023.
How many years of experience does Kyle Bross have?
Kyle Bross has 7 years in the financial industry, since May 2019, across 2 adviser firms.
What exams has Kyle Bross passed?
Kyle Bross has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2019.
Where is Kyle Bross based?
Kyle Bross’ registered office is in Holland, MI.
Is Kyle Bross registered with FINRA?
No. Kyle Bross has no current broker registration.
How can I verify Kyle Bross’ record?
Search CRD 7115447 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Bross’ full registration record.
