Amy Deever has been an investment adviser representative at West Financial Advisors since October 2025, and is not listed among the firm’s executive officers or direct owners.
West Financial Advisors, L.L.C. is a Des Moines, IA firm with $674M under management, 305 clients and 6 advisers across 2 offices, as of its February 2026 filing.
Amy Deever’s longest registration was 2 years at Morgan Stanley (2023–2025). Before joining West Financial Advisors in 2025, Amy Deever was registered through Morgan Stanley.
- – present · 1 yearDes Moines, IA · Adviser representative · Firm CRD 142265
- Morgan Stanley– · 2 yearsWest Des Moines, IA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Amy Deever is registered as an investment adviser representative in Iowa, since October 2025.
- IowaSince 17 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 January 2023 |
| Series 7TO | General Securities Representative Examination | 30 September 2022 |
| SIE | Securities Industry Essentials Examination | 13 April 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Amy R Deever
- CRD
- 7462246
- Firm
- West Financial Advisors · CRD 142265
- Office
- 111 EAST GRAND, SUITE 412, Des Moines, IA 50309
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Amy Deever work?
Amy Deever is an investment adviser representative registered through West Financial Advisors, L.L.C. since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Amy Deever a financial advisor?
Yes. Amy Deever has a current investment-adviser registration in Iowa, through West Financial Advisors since October 2025.
How many years of experience does Amy Deever have?
Amy Deever has 4 years in the financial industry, since September 2022, across 2 adviser firms.
What exams has Amy Deever passed?
Amy Deever has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2022.
Where did Amy Deever work before West Financial Advisors?
Before West Financial Advisors, Amy Deever was registered through Morgan Stanley, January 2023 to October 2025.
Where is Amy Deever based?
Amy Deever’s registered office is in Des Moines, IA.
Is Amy Deever registered with FINRA?
No. Amy Deever has no current broker registration.
How can I verify Amy Deever’s record?
Search CRD 7462246 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Deever’s full registration record.