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 $1,387,637,345 in 7,387 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,388
    MILLION
  • Total Number of Accounts
    7,387
    ACCOUNTS
  • Average Account Value
    $187,849
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, WY

Financial Advisors at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Showing 1 - 10 of 337 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
Christina Crow
CRD#: 5027478
600 17th St, Suite 1500, Denver, CO 80202
96
Wealthminder
score

Christina Crow (CRD# 5027478) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Denver, CO and has over 10 years of experience in the finance industry. Christina Crow 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
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.

4
Paul M. Dorsey
CRD#: 4893672
555 Market Street, Suite 100, San Francisco, CA 94105
96
Wealthminder
score

Paul Dorsey (CRD# 4893672) 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 9 years of experience in the finance industry. Paul Dorsey 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
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 30 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.

6
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.

7
Lee V. Harpel
CRD#: 5020498
105 North Washington Street, Bloomfield, IA 52537
96
Wealthminder
score

Lee Harpel (CRD# 5020498) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Bloomfield, IA and has over 12 years of experience in the finance industry. Lee Harpel 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
John G. Hoffman
CRD#: 2539973
3549 S Peoria Avenue, Tulsa, OK 74105
96
Wealthminder
score

John Hoffman (CRD# 2539973) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Tulsa, OK and has over 23 years of experience in the finance industry.

9
Kevin D. Mayo
CRD#: 2975814
74-989 Highway 111, Indian Wells, CA 92210
96
Wealthminder
score

Kevin Mayo (CRD# 2975814) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Indian Wells, CA and has over 20 years of experience in the finance industry. Kevin Mayo 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
Samineh Najafi
CRD#: 5864788
3820 Capitola Rd, Capitola, CA 95010
96
Wealthminder
score

Samineh Najafi (CRD# 5864788) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Capitola, CA and has over 5 years of experience in the finance industry. Samineh Najafi 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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