Jeanna Nation
West Financial Advisors, LLC · Des Moines, Iowa
Jeanna Nation is a fee-only financial advisor at West Financial Advisors, LLC in Des Moines, Iowa, who holds the CFP, CPA/PFS and RICP credentials.
- $674M
- Firm assets managed
- $402,000
- Firm's average account
- 2020
- First securities exam
What Jeanna focuses on
Who Jeanna works with
- Executives
- Retirees
- Founders
How does Jeanna's firm compare?
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West Financial Advisors, LLC's average account is about $402,000, from its Form ADV (assets managed divided by 1,677 accounts).
Questions about Jeanna
Is Jeanna Nation a fee-only financial advisor?
Yes. Jeanna Nation is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeanna's firm.
How does Jeanna Nation charge for financial advice?
Jeanna's firm, West Financial Advisors, LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeanna Nation based?
Jeanna Nation is based in Des Moines, Iowa.
What does Jeanna Nation specialize in?
Jeanna Nation's specialties include retirement planning, equity compensation, small business owners and tax planning. Jeanna works with executives, retirees and founders.
What credentials does Jeanna Nation hold?
Jeanna Nation holds the CFP, CPA/PFS and RICP credentials.
Is Jeanna Nation registered with the SEC?
Yes. Jeanna Nation is registered as an investment adviser representative in IA (CRD 6798482), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does West Financial Advisors, LLC manage?
West Financial Advisors, LLC reports $674.2M across 1,677 accounts in assets under management.
How do I contact Jeanna Nation?
Through Jeanna Nation's website, westfinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | West Financial Advisors, LLC |
|---|---|
| Based in | Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $674.2M across 1,677 accounts |
| Credentials | CFP · CPA/PFS · RICP |
| SEC registration | Investment adviser representative in IA · CRD 6798482 |
| Exams passed | Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | westfinancialadvisors.com |
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Other fee-only advisors in Des Moines
Other advisors in Iowa who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- West Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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