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).
Total Assets Under Management100MILLION
Total Number of Accounts89ACCOUNTS
Average Account Value$1,125,843
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Laura West (CRD# 5236631) is an Investment Advisor Representative working at West Financial Advisors, LLC in Des Moines, IA and has over 11 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.
Brian West (CRD# 5586417) is an Investment Advisor Representative working at West Financial Advisors, LLC in Des Moines, IA and has over 9 years of experience in the finance industry.