Mindy Wayman, financial advisor Omaha NE
93 score

Mindy Wayman

CRD Number: 5589024
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Mindy Wayman (CRD# 5589024) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Omaha, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Omaha, NE Sep 2013 - Current 3
Bancwest Investment Services Omaha, NE Sep 2013 - Current 3
Self Employed Omaha, NE Jun 2007 - Current 9
Td Ameritrade Inc. Bellevue, NE Aug 2008 - Sep 2013 5
Jackson Hewitt/tax Save Express Omaha, NE Dec 2007 - Mar 2011 3
Objecct Module Des Moines, IA May 2008 - Jun 2008 < 1
Nesco Resources Omaha, NE Oct 2007 - Dec 2007 < 1
Unemployed Omaha, NE Jun 2007 - Sep 2007 < 1
Self Employed Grand Rapids, MI Mar 2000 - Jun 2007 7
James Razmus Insurance Rockford, MI Apr 2007 - May 2007 < 1
Jackson Hewitt/moore Tax Service Grand Rapids, MI Jan 2004 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Mindy C. Wayman
Phone Number: 800-338-3919
Registered State(s):
  • NE
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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