Jason Steffen, financial advisor Fargo ND
90 score

Jason Steffen

CRD Number: 5882261
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Jason Steffen (CRD# 5882261) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Fargo, ND and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Moorhead, MN Mar 2011 - Current 5
Bank Of The West Moorhead, MN Mar 2007 - Current 9
Country Furniture Fargo, ND Jan 2004 - Feb 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Jason P. Steffen
Phone Number: 800-338-3919
Registered State(s):
  • MN
  • ND
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
90
Clean Record
This advisor has a clean track record with regulators.

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