Steven Holdmeyer, financial advisor Blue Springs MO
83 score

Steven Holdmeyer

CRD Number: 4479427
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Steven Holdmeyer (CRD# 4479427) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Blue Springs, MO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Lee's Summit, MO Oct 2015 - Current 1
Bancwest Investment Services Lee's Summit, MO Oct 2015 - Current 1
Wells Fargo Advisors, LLC Omaha, NE Sep 2014 - Sep 2015 1
Metcalf Bank Warrensburg, MO Aug 2008 - Sep 2014 6
Invest Financial Corp. Overland Park, KS Aug 2008 - Sep 2014 6
Wachovia Securities, LLC Aurora, CO Jul 2007 - Aug 2008 1
Wachovia Bank, N.a. Aurora, CO Apr 2007 - Aug 2008 1
Unemployed Lees Summit, MO Mar 2007 - Apr 2007 < 1
Atlas Securities, Inc. San Leandro, CA Jun 2002 - Feb 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Oct 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Steven M. Holdmeyer
Phone Number: 800-338-3919
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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