AdvisorOS Directory
Claim Profile
BV

Brian Lee Vestal

RIA ADVISORY GROUP, LLC·DES MOINES, Iowa
Unclaimed Profile
500 SW 7TH STREET, DES MOINES, IA 50309CRD# 2533289Firm CRD# 152566
01

About

Brian Lee Vestal is a registered financial advisor based in DES MOINES, Iowa, affiliated with RIA ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
RIA ADVISORY GROUP, LLC
RIA ADVISORY GROUP, LLC
AUM
$399M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at RIA ADVISORY GROUP, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2533289
Firm CRD# 152566
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DES MOINES?

Browse all registered financial advisors in DES MOINES, Iowa or claim this profile if it's yours.

Browse DES MOINES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Lee Vestal offer?
Brian Lee Vestal specializes in Investment Management, Fee-Only Advisory. Contact their office in DES MOINES, Iowa for a consultation.
What are Brian Lee Vestal's credentials?
Brian Lee Vestal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Lee Vestal located?
Brian Lee Vestal is based in DES MOINES, Iowa, working with RIA ADVISORY GROUP, LLC. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.
How does Brian Lee Vestal charge for services?
Brian Lee Vestal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIA ADVISORY GROUP, LLC?
RIA ADVISORY GROUP, LLC has approximately 24 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DES MOINES
David Michael Blake — PRINCIPAL GLOBAL INVESTORS, LLCJoyce Nixson Hoffman — PRINCOR FINANCIAL SERVICES CORPORATIONSamuel B O'brien — CAPITAL VIEW WEALTH MANAGEMENT, LLCEdward C Poulsen — AVIVA INVESTORS NORTH AMERICA, INC.Larry Donald Zimpleman — PRINCIPAL GLOBAL INVESTORS, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile