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)
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