West Financial Advisors, LLC

West Financial Advisors, LLC (CRD# 142265) is a financial advisory firm headquartered in Des Moines, IA. They manage $510,623,128 in 1,578 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
111 East Grand, Suite 412, Des Moines, IA 50309
https://www.facebook.com/west-financial-advisors-llc-226679334019247/
By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    1,578
    ACCOUNTS
  • Average Account Value
    $323,589
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, MN, TX

Financial Advisors at West Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Abby Belvin, financial advisor Des Moines IA
Abby R. Belvin
CRD#: 6835588
111 East Grand, Suite 412, Des Moines, IA 50309

Abby Belvin (CRD# 6835588) is an Investment Advisor Representative working at West Financial Advisors, LLC in Des Moines, IA and has over 6 years of experience in the finance industry.

2
Joseph Hart, financial advisor Des Moines IA
Joseph S. Hart
CRD#: 7004309
111 East Grand, Suite 412, Des Moines, IA 50309

Joseph Hart (CRD# 7004309) is an Investment Advisor Representative working at West Financial Advisors, LLC in Des Moines, IA and has over 5 years of experience in the finance industry.

3
Jeanna Nation, financial advisor Des Moines IA
Jeanna S. Nation
CRD#: 6798482
111 East Grand, Suite 412, Des Moines, IA 50309

Jeanna Nation (CRD# 6798482) is an Investment Advisor Representative working at West Financial Advisors, LLC in Des Moines, IA and has over 4 years of experience in the finance industry.

4
Brian West, financial advisor Des Moines IA
Brian A. West
CRD#: 5586417
111 East Grand, Suite 412, Des Moines, IA 50309

Brian West (CRD# 5586417) is an Investment Advisor Representative working at West Financial Advisors, LLC in Des Moines, IA and has over 15 years of experience in the finance industry.

5
Laura West, financial advisor Des Moines IA
Laura K. West
CRD#: 5236631
111 East Grand, Suite 412, Des Moines, IA 50309

Laura West (CRD# 5236631) is an Investment Advisor Representative working at West Financial Advisors, LLC in Des Moines, IA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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