Kenneth Alan Bauman
Investment adviser representative at West Michigan Advisors
17 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
17 years in the industry.
- Level Four Financial, LLCOct 2022 to now
- West Michigan AdvisorsJul 2021 to now
- Cantella & Co., Inc.Jul 2021 to Oct 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2021
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
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
- 2514380
- Firm CRD
- 312073