Robert Burel West

Current Employers

Midwest Financial Management, Llc

Catoosa, OK • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-01-01

OK RA
APPROVED

Since 2025-01-01

Branch Locations

Catoosa, OK • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Edward Jones	St. Louis	MO	12/2013	03/2017
International Assets Advisory, Llc	Tulsa	OK	04/2017	Present
International Assets Advisory	Orlando	FL	04/2017	08/2021
Midwest Financial Management, Llc	Tulsa	OK	08/2021	Present
Woodcrest Free Will Baptist Church	Catoosa	OK	03/2026	Present

12/2013 → 03/2017

Edward Jones

St. Louis, MO
04/2017 → Present

International Assets Advisory, Llc

Tulsa, OK
04/2017 → 08/2021

International Assets Advisory

Orlando, FL
08/2021 → Present

Midwest Financial Management, Llc

Tulsa, OK
03/2026 → Present

Woodcrest Free Will Baptist Church

Catoosa, OK

Previous Registrations

2017-04-10 → 2021-08-25

International Assets Investment Management, Llc

Tulsa, OK

Orlando, FL
2014-04-07 → 2017-03-24

Edward Jones

Tulsa, OK

Catoosa, OK

St Louis, MO

Claremore, OK

Other Businesses

1) MIDWEST FINANCIAL MANAGEMENT LLC 88 S 289th E Ave, CATOOSA, OK 74015 - DBA FOR FINANCIAL BUSINESS - OWNER/PRESIDENT SINCE 4/2017 - APPROX 4 HRS/MO - FEE/COMMISSIONS BASED COMPENSATION

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-02-07

S66 Uniform Combined State Law Examination

2014-02-07

Other Names

Robert West

View on SEC IAPD