West Financial Advisors, LLC

West Financial Advisors, LLC (CRD# 142265) is a financial advisory firm headquartered in Des Moines, IA. They manage $100,200,000 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $1,125,843
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
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.

IA

Financial Advisors at West Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Laura K. West
CRD#: 5236631
300 East Locust, Suite 150, Des Moines, IA 50309
96
Wealthminder
score

Laura West (CRD# 5236631) is an Investment Advisor Representative working at West Financial Advisors, LLC in Des Moines, IA and has over 10 years of experience in the finance industry. Laura West 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.

2
Brian A. West
CRD#: 5586417
300 East Locust, Suite 150, Des Moines, IA 50309
93
Wealthminder
score

Brian West (CRD# 5586417) is an Investment Advisor Representative working at West Financial Advisors, LLC in Des Moines, IA and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.