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Michael Brannen West

WEST FINANCIAL ADVISORS, L.L.C.·DES MOINES, Iowa
Unclaimed Profile
111 EAST GRAND, SUITE 412, DES MOINES, IA 50309CRD# 7330595Firm CRD# 142265
01

About

Michael 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
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# 7330595
Firm CRD# 142265
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Brannen West offer?
Michael Brannen West specializes in Financial Planning, Investment Management. Contact their office in DES MOINES, Iowa for a consultation.
What are Michael Brannen West's credentials?
Michael Brannen West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Brannen West located?
Michael 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 Michael Brannen West charge for services?
Michael 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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