Financial West Group

Financial West Group (CRD# 16668) is a financial advisory firm headquartered in Reno, NV. They manage $180,000 in 1 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $180,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, HI, IA, KS, MA, MD, MI, MN, MO, MT, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SD, TX, VT, WA, WI, WV

Financial Advisors at Financial West Group
Showing 1 - 10 of 23 top financial advisors.
1
Jerome S. Aron
CRD#: 5213998
11755 Wilshire Blvd., Suite 1650, Los Angeles, CA 90025
98
Wealthminder
score

Jerome is an Independant Registered Investment Advisor working with Financial West Group in Los Angeles (Brentwood).  His areas of expertise include:

 

  • Income Investing
  • Tax Planning Strategies
  • Insurance - Annuities, Life, Long-term care
2
Allen W. Boelter
CRD#: 1356282
5832 South 142nd Street, Suite A, Omaha, NE 68137
96
Wealthminder
score

Allen Boelter (CRD# 1356282) is an Investment Advisor Representative working at Financial West Group in Omaha, NE and has over 31 years of experience in the finance industry. Allen Boelter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kenneth E. Porter
CRD#: 366021
338 Piper Street Box 1416, Healdsburg, CA 95448
96
Wealthminder
score

Kenneth Porter (CRD# 366021) is an Investment Advisor Representative working at Financial West Group in Healdsburg, CA and has over 15 years of experience in the finance industry.

4
Jacob M. Doyle
CRD#: 6014279
Wellsburg, WV
93
Wealthminder
score

Jacob Doyle (CRD# 6014279) is an Investment Advisor Representative working at Financial West Group in Wellsburg, WV and has over 6 years of experience in the finance industry.

5
Bashara G. Haddad
CRD#: 1885343
4510 E. Thousand Oaks Blvd., Westlake Village, CA 91361
93
Wealthminder
score

Bashara Haddad (CRD# 1885343) is an Investment Advisor Representative working at Financial West Group in Westlake Village, CA and has over 29 years of experience in the finance industry.

6
Richard D. Hanna
CRD#: 2711926
145 Grand Avenue #d, Grand Junction, CO 81501
93
Wealthminder
score

Richard Hanna (CRD# 2711926) is an Investment Advisor Representative working at Financial West Group in Grand Junction, CO and has over 22 years of experience in the finance industry.

7
Marnie J. Keller
CRD#: 4330995
4636-a Se 9th Place, Cape Coral, FL 33904
93
Wealthminder
score

Marnie Keller (CRD# 4330995) is an Investment Advisor Representative working at Financial West Group in Cape Coral, FL and has over 8 years of experience in the finance industry.

8
Gregory Klein
CRD#: 2567593
11740 Dublin Blvd., Suite 100, Dublin, CA 94568
93
Wealthminder
score

Gregory Klein (CRD# 2567593) is an Investment Advisor Representative working at Financial West Group in Dublin, CA and has over 23 years of experience in the finance industry.

9
F G. Luckenbill
CRD#: 314000
Malvern, PA
93
Wealthminder
score

F Luckenbill (CRD# 314000) is an Investment Advisor Representative working at Financial West Group in Malvern, PA and has over 21 years of experience in the finance industry.

10
Diane Zizzo
CRD#: 1345753
3682 N. Wickham Road, Suite C, Melbourne, FL 32935
93
Wealthminder
score

Diane Zizzo (CRD# 1345753) is an Investment Advisor Representative working at Financial West Group in Melbourne, FL and has over 13 years of experience in the finance industry.

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