Ryan Gorman has been Chief Investment Officer of Tamarisk Financial since June 2024, is a control person of the firm and directly owns under 5% of it. Ryan Gorman holds a BS in Business Administration from the University of Wisconsin-Milwaukee.
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.
Ryan Gorman is Chief Investment Officer & Financial Advisor of West Michigan Advisors, based in Holland, Michigan. Gorman meets with clients to provide investment strategy and conducts research leadership and portfolio management for the firm. Gorman develops actively managed investment strategies intended to help clients reach their goals while responding to changes in the economy and markets, and is on the board of the CFA Society of West Michigan.
Ryan Gorman’s longest registration was 10 years at Independent Financial Partners (2014–2024). Before joining Tamarisk Financial in 2024, Ryan Gorman was registered through LPL Financial LLC and Independent Financial Partners.
- West Michigan AdvisorsCurrent– present · 2 yearsHolland, MI · Adviser representative · Firm CRD 312073
- LPL Financial LLC– · under a yearManistee, MI · Adviser representative · Firm CRD 6413
- Independent Financial Partners– · 10 yearsManistee, MI · Adviser representative · Firm CRD 125112
- LPL Financial LLC– · 2 yearsManistee, MI · Adviser representative · Firm CRD 6413
Professional designations
Listed by Tamarisk Financial
- Chartered Financial Analyst (CFA)
- Chartered Market Technician (CMT)
- Behavioral Financial Advisor (BFA)
Investment adviser representative registrations
Ryan Gorman is registered as an investment adviser representative in Michigan, since June 2024.
- MichiganSince 4 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 October 2012 |
| Series 7 | General Securities Representative Examination | 19 September 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Michael Gorman
- CRD
- 6093708
- Firm
- Tamarisk Financial · CRD 312073
- Role
- Chief Investment Officer
- Office
- 301 HOOVER BLVD., SUITE 300, Holland, MI 49423
- Registration
- Investment adviser registration
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westmichiganadvisors.com
Where does Ryan Gorman work?
Ryan Gorman has been Chief Investment Officer of Tamarisk Financial, LLC since June 2024, and is a control person of the firm.
Is Ryan Gorman a financial advisor?
Yes. Ryan Gorman has a current investment-adviser registration in Michigan, through Tamarisk Financial since June 2024.
How many years of experience does Ryan Gorman have?
Ryan Gorman has 14 years in the financial industry, since October 2012, across 3 adviser firms.
What exams has Ryan Gorman passed?
Ryan Gorman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2012. FINRA credited Ryan Gorman with the SIE, which began in October 2018.
Where did Ryan Gorman work before Tamarisk Financial?
Before Tamarisk Financial, Ryan Gorman was registered through LPL Financial LLC, August 2018 to May 2019; Independent Financial Partners, March 2014 to May 2024; LPL Financial LLC, October 2012 to October 2015.
Where is Ryan Gorman based?
Ryan Gorman’s registered office is in Holland, MI.
Is Ryan Gorman registered with FINRA?
No. Ryan Gorman has no current broker registration.
Is Ryan Gorman a CFA charterholder?
Tamarisk Financial lists Ryan Gorman with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Ryan Gorman, CFA, CMT, BFA biography, westmichiganadvisors.com
How can I verify Ryan Gorman’s record?
Search CRD 6093708 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Gorman’s full registration record.
- Lonny ElfenbeinChief Compliance Officer
- Stephanie SmithClient Operations Specialist
Kevin ClarkSenior Partner
Aaron ClarkMember/CEO/Managing Partner
Thomas BoschMember/Partner