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Kenneth Alan Bauman

West Michigan Advisors, LLC

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About Kenneth Alan Bauman

Kenneth Alan Bauman is a registered investment advisor representative at West Michigan Advisors, LLC. Kenneth has been in the financial services industry since September 15, 1994. Kenneth holds the Series 7, Series 63, and Series 65 licenses. Kenneth's previous experience includes positions at Cantella & Co., Inc. and Wells Fargo Clearing Services, LLC. Kenneth works primarily with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Kenneth Bauman is currently registered with West Michigan Advisors, LLC. West Michigan Advisors, LLC is a registered investment advisor based in Holland, Michigan. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They have approximately $494,777,070 in regulatory assets under management and 3,079 client accounts.
West Michigan Advisors, LLC

301 HOOVER BLVD.

HOLLAND, MI 49423

$494.78M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Bauman’s Registration & Firm History

MI

07/23/2021 - Present

West Michigan Advisors, LLC (HOLLAND MI)

MI

07/02/2021 - 11/17/2022

CANTELLA & CO., INC. (Holland MI)

MI

01/01/2008 - 07/07/2021

WELLS FARGO CLEARING SERVICES, LLC (GRAND RAPIDS MI)

MI

01/03/2003 - 01/03/2008

A. G. EDWARDS & SONS, INC. (GRAND RAPIDS MI)

WI

09/16/1994 - 01/10/2003

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 09/23/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Alan Bauman.
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