Abby Rae Belvin

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

• 07/2017 → 10/2018
  Voya Financial Advisors
  Des Moines, IA
• 07/2017 → 10/2018
  Vision Financial Group
  Des Moines, IA
• 04/2017 → Present
  Heart Of Iowa Marketplace
  West Des Moines, IA
• 11/2012 → 07/2017
  West Financial Advisors
  Des Moines, IA
• 10/2018 → Present
  West Financial Advisors, L.L.C.
  Des Moines, IA

Previous Registrations

• 2018-04-09 → 2018-10-05
  Voya Financial Advisors, Inc.
  Des Moines, IA

Other Businesses

THE HEART OF IOWA MARKET PLACE; No; 2115 5TH ST; WEST DES MOINES; IA; 50265; RETAIL; SALES ASSOCIATE; 4/1/2017; 10; 0; CUSTOMER SALES, CREATE GIFT BASKETS, STOCK MERCHANDISE.|

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-04-02

Designations

• Certified Financial Planner