John Bartsch, financial advisor Denver CO
93 score

John Bartsch

CRD Number: 5338665
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

John Bartsch (CRD# 5338665) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Denver, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services, Inc. Denver, CO Feb 2014 - Current 2
U.s. Bancorp Investments, Inc. Aurora, CO Apr 2013 - Feb 2014 < 1
U.s. Bank Aurora, CO Oct 2011 - Feb 2014 2
Northern Trust Securities, Inc. Newport Beach, CA Apr 2011 - Aug 2011 < 1
Northern Trust Bank Newport Beach, CA Jun 2009 - Aug 2011 2
Wachovia Securities, LLC Long Beach, CA May 2007 - Jun 2009 2
Wachovia Bank, N.a. Long Beach, CA May 2007 - Jun 2009 2
Wells Fargo Bank Irvine, CA Jan 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
S63 Uniform Securities State Law Examination Jun 2007
Contact Info for John L. Bartsch
Phone Number: 800-338-3919
Registered State(s):
  • CO
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
93
Clean Record
This advisor has a clean track record with regulators.

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