Robert West
Midwest Financial Management · Catoosa, Oklahoma
Robert West is a fee-only financial advisor at Midwest Financial Management in Catoosa, Oklahoma. Midwest Financial Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Midwest Financial Management |
|---|---|
| Based in | Catoosa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.7M across 20 accounts |
| SEC registration | Investment adviser representative in OK · CRD 6274861 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Robert's firm compares
- Midwest Financial Management's average account is about $134,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Robert
Is Robert West a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Midwest Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Midwest Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert West based?
Robert West is based in Catoosa, Oklahoma.
Is Robert West registered with the SEC?
Yes. Robert West is registered as an investment adviser representative in OK (CRD 6274861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Midwest Financial Management manage?
Midwest Financial Management reports $2.7M across 20 accounts in assets under management.
How do I contact Robert West?
Contact details aren't on file yet. Search for Midwest Financial Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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