Amy R Deever

Employer firm

West Financial Advisors, L.l.c. CRD 142265

$674M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 10/2025
  Morgan Stanley
  West Des Moines, IA
• 09/2020 → 11/2021
  Wright Service Corp
  West Des Moines, IA
• 11/2018 → 04/2020
  Eide Bailly Llp
  Des Moines, IA
• 04/2011 → 11/2018
  Mid-America Sales Group
  Grimes, IA
• 04/2020 → 09/2020
  Stayed Home
  Des Moines, IA
• 10/2025 → Present
  West Financial Advisors, L.L.C.
  Des Moines, IA

Previous Registrations

• 2023-01-20 → 2025-10-17
  Morgan Stanley
  West Des Moines, IA

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20

Other Names

• Amy R Lindee-Deever
• Amy R Deever