Steven HoldmeyerCRD 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 15 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|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|
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
Total Assets Under Management896MILLIONS
Total Number of Accounts5,218ACCOUNTS
Average Account Value$171,807
- A percentage of assets under your management
- 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)
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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