Robert West, financial advisor Catoosa OK

Robert West

CRD Number: 6274861
Current Firm: Midwest Financial Management, LLC
Compensation Model: Both

Robert West (CRD# 6274861) is an Investment Advisor Representative working at Edward Jones in Catoosa, OK and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Midwest Financial Management, LLC Tulsa, OK Aug 2021 - Current 2
International Assets Advisory, LLC Tulsa, OK Apr 2017 - Current 6
International Assets Advisory Orlando, FL Apr 2017 - Aug 2021 4
Edward Jones St. Louis, MO Dec 2013 - Mar 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert B. West
Phone Number: 918-284-5793
Registered State(s):
  • OK
Current Firm Details
Midwest Financial Management, LLC
Firm's CRD Number: 315738
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $145,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

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