Matthew Benz, financial advisor Loveland CO
93 score

Matthew Benz

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Denver, CO May 2015 - Current 1
Bank Of The West Denver, CO May 2015 - Current 1
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
Contact Info for Matthew W. Benz
Phone Number: 800-338-3919
Registered State(s):
  • AZ
  • CA
  • CO
  • ID
  • IA
  • KS
  • MN
  • MO
  • NE
  • NV
  • NM
  • ND
  • OK
  • OR
  • SD
  • TX
  • UT
  • WA
  • WI
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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