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Kyle Joshua Bross

West Michigan Advisors, LLC

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About Kyle Joshua Bross

Kyle Joshua Bross is an investment advisor representative registered with West Michigan Advisors, LLC. Kyle has been active in the financial services industry since May 2019 and holds a Series 66, Series 7TO and SIE licenses. Kyle works out of the Holland office of West Michigan Advisors, LLC. Kyle's expertise includes financial planning, pension consulting and the selection of other advisors. Kyle's background also includes experience at Raymond James & Associates, Inc., Motus Integrated Technologies, Hutchinson Antivibration Systems, Angstrom Aluminum Castings, and Unemployed.

Firm Information

Kyle Bross 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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Kyle Bross’s Registration & Firm History

MI

06/07/2023 - Present

West Michigan Advisors, LLC (HOLLAND MI)

MI

05/22/2019 - 06/08/2023

RAYMOND JAMES & ASSOCIATES, INC. (Muskegon MI)

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Licenses & Designations

BOTH

Issued 07/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Joshua Bross.
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