Shane Alan Ailes
Investment adviser representative at West Michigan Advisors
18 yearsExperience
1 stateRegistered in
$781.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- West Michigan Advisors, LLCFeb 2021 to now
- Raymond James & Associates, Inc.Sep 2017 to Apr 2021
- Commonwealth Financial NetwrokMay 2008 to Sep 2017
- Lakeshore Financial GroupMay 2008 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MI).
West Michigan Advisors
Legal name: Tamarisk Financial, LLC
$781.3MAssets managed
1,378Clients
17Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2455314
- Firm CRD
- 312073