Kurt Thomas Jolly
Investment adviser representative at West Michigan Advisors
10 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
10 years in the industry.
- Level Four Financial, LLCDec 2024 to now
- West Michigan AdvisorsDec 2024 to now
- Community PoolFeb 2022 to now
- Not ProvidedSep 2023 to Dec 2024
- Raymond James Financial Services Advisors, Inc.Feb 2023 to Dec 2024
- Raymond James Financial Services, Inc.Jan 2022 to Dec 2024
- Northwestern MutualJun 2021 to Jan 2022
- UnemployedJun 2021 to Aug 2021
- Albion CollegeAug 2020 to Jun 2021
- Albion CollegeAug 2019 to Jun 2020
- Travis Pointe Country ClubMay 2019 to Aug 2019
- Albion CollegeAug 2018 to May 2019
- Travis Pointe Country ClubMay 2018 to Aug 2018
- Albion CollegeAug 2017 to May 2018
- Travis Pointe Country ClubMay 2017 to Aug 2017
- Chelsea High SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7356004
- Firm CRD
- 312073