Matthew BenzCRD Number: 5467399
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Matthew Benz (CRD# 5467399) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Loveland, CO and has over 9 years of experience in the finance industry.
Gold Medal Waters, Inc.
Caledonia Wealth Management, Ltd.
|Bancwest Investment Services||Denver, CO||May 2015 - Current||2|
|Bank Of The West||Denver, CO||May 2015 - Current||2|
|Fidelity Investments||Jacksonville, FL||Oct 2007 - May 2015||7|
|The Csi Companies||Jacksonville, FL||May 2007 - Sep 2007||< 1|
|Boondock's Restaurant||Port Orange, FL||Jul 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
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)