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Emilee Marie Derifield

West Financial Advisors, L.L.C.

Des Moines, IA

CRD 6726678

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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:

Current Employers
West Financial Advisors, L.L.C.

111 East Grand, Suite 412, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-06-05
  • IA RA
    APPROVED
    Since 2024-06-05

Branch Locations

111 East Grand, Suite 412, Des Moines, IA 50309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iowa State University Ames IA 05/2014 11/2017
Ao Wealth Advisory Urbandale IA 11/2017 05/2018
Vision Financial Group Des Moines IA 05/2018 01/2022
Gilbert & Cook, Inc. West Des Moines IA 01/2022 05/2024
West Financial Advisors, L.L.C. Des Moines IA 06/2024 Present
  • 05/2014 → 11/2017
    Iowa State University
    Ames, IA
  • 11/2017 → 05/2018
    Ao Wealth Advisory
    Urbandale, IA
  • 05/2018 → 01/2022
    Vision Financial Group
    Des Moines, IA
  • 01/2022 → 05/2024
    Gilbert & Cook, Inc.
    West Des Moines, IA
  • 06/2024 → Present
    West Financial Advisors, L.L.C.
    Des Moines, IA
Designations
  • Certified Financial Planner
Other Names
  • Emilee Marie Muller

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC

Nearby Investors

Kathryn Leeper Hooper
ROGER ROBERT RUDEN
Christian Harrison Rogers

Nearby Offices

OSAIC INSTITUTIONS, INC. · Des Moines, IA
EQUITABLE ADVISORS, LLC · DES MOINES, IA
LPL FINANCIAL LLC · DES MOINES, IA

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