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Allison Brannen West

WEST FINANCIAL ADVISORS, L.L.C.·DES MOINES, Iowa
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111 EAST GRAND, SUITE 412, DES MOINES, IA 50309CRD# 6954335Firm CRD# 142265
01

About

Allison Brannen West is a registered financial advisor based in DES MOINES, Iowa, affiliated with WEST FINANCIAL ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEST FINANCIAL ADVISORS, L.L.C.
WEST FINANCIAL ADVISORS, L.L.C.
AUM
$511M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WEST FINANCIAL ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6954335
Firm CRD# 142265
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allison Brannen West offer?
Allison Brannen West specializes in Financial Planning, Investment Management. Contact their office in DES MOINES, Iowa for a consultation.
What are Allison Brannen West's credentials?
Allison Brannen West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allison Brannen West located?
Allison Brannen West is based in DES MOINES, Iowa, working with WEST FINANCIAL ADVISORS, L.L.C.. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.
How does Allison Brannen West charge for services?
Allison Brannen West's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST FINANCIAL ADVISORS, L.L.C.?
WEST FINANCIAL ADVISORS, L.L.C. has approximately 7 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Iowa
WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
WEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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