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Abby Rae Belvin

West Financial Advisors, LLC

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About Abby Rae Belvin

Abby Rae Belvin is a financial advisor registered with West Financial Advisors, LLC in Des Moines, Iowa. Abby is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Abby has been with West Financial Advisors since 2018, prior to that she was employed by VOYA FINANCIAL ADVISORS, INC. Abby is committed to providing personalized financial advice to her clients. She focuses on helping her clients achieve their financial goals, including retirement planning, college savings, and estate planning. Abby also offers educational seminars to help her clients stay informed about the financial markets.

Firm Information

Abby Belvin is currently registered with West Financial Advisors, LLC. West Financial Advisors, LLC is a registered investment advisor headquartered in Des Moines, IA. The firm provides financial planning, educational seminars, and portfolio management for individuals and high-net-worth clients. They also manage assets for pension and profit-sharing plans. West Financial Advisors manages approximately $610,548,598 in regulatory assets.
West Financial Advisors, LLC

111 EAST GRAND, SUITE 412

DES MOINES, IA 50309

$610.55M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abby Belvin’s Registration & Firm History

IA

10/11/2018 - Present

West Financial Advisors, LLC (DES MOINES IA)

IA

03/19/2018 - 10/05/2018

VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)

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Licenses & Designations

BC

Issued 04/02/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abby Rae Belvin.
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