Allison West is not listed as a control person, but directly owns under 5% of West Financial Advisors.
West Financial Advisors is an investment adviser based in Des Moines, IA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $674 million, as filed on 25 February 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6954335
- Firm
- West Financial Advisors · CRD 142265
- Role
- Member
- In role since
- January 2020 · 6 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Des Moines, IA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Allison West work?
Allison West has held the title Member at West Financial Advisors, L.L.C. since January 2020.
How can I verify Allison West’s record?
Allison West’s role is listed on West Financial Advisors, L.L.C.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 142265.