Emilee Marie Derifield
Investment adviser representative at West Financial Advisors, L.L.C.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$674.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- West Financial Advisors, L.L.C.Jun 2024 to now
- Gilbert & Cook, Inc.Jan 2022 to May 2024
- Vision Financial GroupMay 2018 to Jan 2022
- Ao Wealth AdvisoryNov 2017 to May 2018
- Iowa State UniversityMay 2014 to Nov 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
West Financial Advisors, L.L.C.
$674.2MAssets managed
305Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6726678
- Firm CRD
- 142265