Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis (CRD# 29357) is a financial advisory firm headquartered in Omaha, NE. They manage $896,486,817 in 5,218 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    896
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Showing 1 - 10 of 338 top financial advisors.
1
Jessica E. Beck
CRD#: 5359710
#2 Steele St., Denver, CO 80206
96
Wealthminder
score

Jessica Beck (CRD# 5359710) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Denver, CO and has over 7 years of experience in the finance industry. Jessica Beck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James F. Bossier
CRD#: 1627536
301 Mission St, San Francisco, CA 94105
96
Wealthminder
score

James Bossier (CRD# 1627536) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in San Francisco, CA and has over 30 years of experience in the finance industry. James Bossier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David M. Budd
CRD#: 5209784
222 Sw Columbia Street, Suite 1200, Portland, OR 97201
96
Wealthminder
score

David Budd (CRD# 5209784) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Portland, OR and has over 11 years of experience in the finance industry. David Budd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Rachel A. Delauro
CRD#: 4390543
300 S Grand Avenue, Suite 100, Los Angeles, CA 90071
96
Wealthminder
score

Rachel Delauro (CRD# 4390543) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Los Angeles, CA and has over 16 years of experience in the finance industry. Rachel Delauro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jodie M. Duvall
CRD#: 3146777
999 Bishop Street 28th Floor, Honolulu, HI 96813
96
Wealthminder
score

Jodie Duvall (CRD# 3146777) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Honolulu, HI and has over 10 years of experience in the finance industry. Jodie Duvall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Tasha J. Gartner
CRD#: 2959904
150 West Villard, Dickinson, ND 58601
96
Wealthminder
score

Tasha Gartner (CRD# 2959904) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Dickinson, ND and has over 18 years of experience in the finance industry. Tasha Gartner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jeffrey C. Goodrich
CRD#: 1063162
16027 Ventura Blvd, Encino, CA 91436
96
Wealthminder
score

Jeffrey Goodrich (CRD# 1063162) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Encino, CA and has over 29 years of experience in the finance industry. Jeffrey Goodrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Renee T. Griffiths
CRD#: 2894837
4400 Macarthur Blvd, Suite 100, Newport Beach, CA 92660
96
Wealthminder
score

Renee Griffiths (CRD# 2894837) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Newport Beach, CA and has over 20 years of experience in the finance industry. Renee Griffiths has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Chiehfu Lu
CRD#: 3200991
67 Makawao Ave, Pukalani, HI 96788
96
Wealthminder
score

Chiehfu Lu (CRD# 3200991) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Pukalani, HI and has over 18 years of experience in the finance industry. Chiehfu Lu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Richard W. May
CRD#: 3213579
1348 Hunakai St, Honolulu, HI 96816
96
Wealthminder
score

Richard May (CRD# 3213579) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Honolulu, HI and has over 18 years of experience in the finance industry. Richard May has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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