WEST FINANCIAL ADVISORS, L.L.C.

DES MOINES, Iowa·5 registered advisors·CRD# 142265
SEC# 801-1099760515-284-1011
01

Firm Overview

AUM
$511M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEST FINANCIAL ADVISORS, L.L.C.

5 registered advisors
Allison Brannen West
DES MOINES, Iowa
Brian Allen West
DES MOINES, Iowa
Jackson Brannen West
DES MOINES, Iowa
Laura Kay Brannen West
DES MOINES, Iowa
Michael Brannen West
DES MOINES, Iowa
05

Office Locations

DES MOINES, Iowa
5 advisors

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Data sourced from SEC Form ADV filings. WEST FINANCIAL ADVISORS, L.L.C. (CRD# 142265) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.