Financial West Group

Financial West Group (CRD# 16668) is a financial advisory firm headquartered in Westlake Village, CA. They manage $556,000,000 in 2,900 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    556
    MILLION
  • Total Number of Accounts
    2,900
    ACCOUNTS
  • Average Account Value
    $191,724
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.

AK, AZ, CA, CO, CT, FL, GA, IA, IL, KS, MA, MI, MN, MO, NE, NH, NV, NY, OK, OR, PA, SD, TX, UT, VA, VT, WI, WV

Financial Advisors at Financial West Group
Showing 1 - 10 of 139 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 30 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
William C. Hoeffer
CRD#: 1067673
801 North Brand Blvd., Suite 245, Glendale, CA 91203
96
Wealthminder
score

William Hoeffer (CRD# 1067673) is an Investment Advisor Representative working at Financial West Group in Glendale, CA and has over 29 years of experience in the finance industry. William Hoeffer 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.

4
Kimberley A. Last
CRD#: 3019826
145 Grand Avenue #d, Grand Junction, CO 81501
96
Wealthminder
score

Kimberley Last (CRD# 3019826) is an Investment Advisor Representative working at Financial West Group in Grand Junction, CO and has over 17 years of experience in the finance industry. Kimberley Last 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.

5
Richard T. Lipprand
CRD#: 1357439
4510 E. Thousand Oaks Blvd., Westlake Village, CA 91361
96
Wealthminder
score

Richard Lipprand (CRD# 1357439) is an Investment Advisor Representative working at Financial West Group in Westlake Village, CA and has over 13 years of experience in the finance industry. Richard Lipprand 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.

6
David L. Meucci
CRD#: 2743152
338 Piper Street Box 1416, Healdsburg, CA 95448
96
Wealthminder
score

David Meucci (CRD# 2743152) is an Investment Advisor Representative working at Financial West Group in Healdsburg, CA and has over 20 years of experience in the finance industry. David Meucci 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.

7
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 13 years of experience in the finance industry.

8
Stephen W. Shipman
CRD#: 2415151
11755 Wilshire Blvd., Suite 1650, Los Angeles, CA 90024
96
Wealthminder
score

Stephen Shipman (CRD# 2415151) is an Investment Advisor Representative working at Financial West Group in Los Angeles, CA and has over 23 years of experience in the finance industry.

9
Stephen D. Vallender
CRD#: 4667608
9401 Reseda Blvd., Suite 200, Northridge, CA 91324
96
Wealthminder
score

Stephen Vallender (CRD# 4667608) is an Investment Advisor Representative working at Financial West Group in Northridge, CA and has over 13 years of experience in the finance industry. Stephen Vallender 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.

10
John W. Bonham
CRD#: 4920134
4510 E. Thousand Oaks Blvd., Westlake Village, CA 91361
93
Wealthminder
score

John Bonham (CRD# 4920134) is an Investment Advisor Representative working at Financial West Group in Westlake Village, CA and has over 11 years of experience in the finance industry.

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