Shane Ailes has been an investment adviser representative at Tamarisk Financial since February 2021, 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.
Shane Ailes’ longest registration was 7 years at Commonwealth Financial Network (2010–2017). Before joining Tamarisk Financial in 2021, Shane Ailes was registered through Raymond James & Associates, Inc. and Commonwealth Financial Network.
- West Michigan AdvisorsCurrent– present · 5 yearsHolland, MI · Adviser representative · Firm CRD 312073
- Raymond James & Associates, Inc.– · 3 yearsHolland, MI · Adviser representative · Firm CRD 705
- Commonwealth Financial Network– · 7 yearsHolland, MI · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
Shane Ailes is registered as an investment adviser representative in Michigan, since February 2021.
- MichiganSince 18 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 December 1999 |
| Series 7 | General Securities Representative Examination | 25 June 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 September 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 September 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Shane Alan Ailes
- CRD
- 2455314
- Firm
- Tamarisk Financial · CRD 312073
- Office
- 301 HOOVER BLVD., SUITE 300, Holland, MI 49423
- Registration
- Investment adviser registration
- In the industry since
- September 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Shane Ailes work?
Shane Ailes is an investment adviser representative registered through Tamarisk Financial, LLC since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Shane Ailes a financial advisor?
Yes. Shane Ailes has a current investment-adviser registration in Michigan, through Tamarisk Financial since February 2021.
How many years of experience does Shane Ailes have?
Shane Ailes has 30 years in the financial industry, since September 1996, across 3 adviser firms.
What exams has Shane Ailes passed?
Shane Ailes has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in September 1996. FINRA credited Shane Ailes with the SIE, which began in October 2018.
Where did Shane Ailes work before Tamarisk Financial?
Before Tamarisk Financial, Shane Ailes was registered through Commonwealth Financial Network, August 2010 to September 2017.
Where is Shane Ailes based?
Shane Ailes’ registered office is in Holland, MI.
Is Shane Ailes registered with FINRA?
No. Shane Ailes has no current broker registration.
How can I verify Shane Ailes’ record?
Search CRD 2455314 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shane Ailes’ full registration record.
