WEST FINANCIAL ADVISORS, L.L.C.
CRD #142265 SEC #801-109976 DES MOINES, IA 515-284-1011
SEC Registered
Total AUM
$610.5M
Discretionary
$587.6M
Employees
7
Clients
251
Accounts
1,686
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Allison, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Jackson, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| West, Michael, Brannen | I | MEMBER | NA | |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | PARTNER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, BRIAN, ALLEN | I | MANAGING MEMBER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WEST, LAURA, KAY BRANNEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Nov 3, 2025 REGISTERED
Notice Filings (5)
AZ CA IA MN TX
Address
111 EAST GRAND, SUITE 412DES MOINES, IA 50309
United States
Phone: 515-284-1011