Thomas Bosch has been Member/Partner of Tamarisk Financial since April 2023, is a control person of the firm and directly owns between 10% and 25% of it. Thomas Bosch holds a BA in Business Administration from Grand Valley State University.
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.
Tom Bosch is Financial Advisor & Partner of West Michigan Advisors, based in Holland, Michigan. Bosch advises a smaller clientele with higher net worth, offering services beyond investments, such as trust and estate reviews, extensive planning, insurance products where needed, and working with other family members. Bosch entered the wealth advisory field more than 20 years ago, after several sales and management roles.
Thomas Bosch’s longest registration was 12 years at Raymond James & Associates, Inc. (2010–2022). Before joining Tamarisk Financial in 2023, Thomas Bosch was registered through Raymond James & Associates, Inc.
- West Michigan AdvisorsCurrent– present · 3 yearsHolland, MI · Adviser representative · Firm CRD 312073
- Raymond James & Associates, Inc.– · 12 yearsHolland, MI · Adviser representative · Firm CRD 705
Professional designations
Listed by Tamarisk Financial
- Chartered Wealth Advisor
Investment adviser representative registrations
Thomas Bosch is registered as an investment adviser representative in Michigan, since January 2023.
- MichiganSince 4 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 September 2004 |
| Series 7 | General Securities Representative Examination | 1 September 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Scott Bosch
- CRD
- 4801722
- Firm
- Tamarisk Financial · CRD 312073
- Role
- Member/Partner
- Office
- 301 HOOVER BLVD., SUITE 300, Holland, MI 49423
- Registration
- Investment adviser registration
- In the industry since
- September 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westmichiganadvisors.com
Where does Thomas Bosch work?
Thomas Bosch has been Member/Partner of Tamarisk Financial, LLC since April 2023, and is a control person of the firm.
Is Thomas Bosch a financial advisor?
Yes. Thomas Bosch has a current investment-adviser registration in Michigan, through Tamarisk Financial since January 2023.
How many years of experience does Thomas Bosch have?
Thomas Bosch has 22 years in the financial industry, since September 2004, across 2 adviser firms.
What exams has Thomas Bosch passed?
Thomas Bosch has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2004. FINRA credited Thomas Bosch with the SIE, which began in October 2018.
Where did Thomas Bosch work before Tamarisk Financial?
Before Tamarisk Financial, Thomas Bosch was registered through Raymond James & Associates, Inc., September 2010 to December 2022.
Where is Thomas Bosch based?
Thomas Bosch’s registered office is in Holland, MI.
Is Thomas Bosch registered with FINRA?
No. Thomas Bosch has no current broker registration.
How can I verify Thomas Bosch’s record?
Search CRD 4801722 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Bosch’s full registration record.
- Lonny ElfenbeinChief Compliance Officer
Ryan GormanChief Investment Officer- Stephanie SmithClient Operations Specialist
Kevin ClarkSenior Partner
Aaron ClarkMember/CEO/Managing Partner