Bancwest Investment Services, Inc. (bwis)

Bancwest Investment Services, Inc. (bwis) (CRD# 29357) is a financial advisory firm headquartered in Omaha, NE. They manage $2,176,689,872 in 9,165 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
13220 California Street, 2nd Floor, Omaha, NE 68154
https://www.bankofthewest.com/personal-banking/investments
By the Numbers
  • Total Assets Under Management
    2,177
    MILLION
  • Total Number of Accounts
    9,165
    ACCOUNTS
  • Average Account Value
    $237,500
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)
Showing 1 - 10 of 267 top financial advisors.
1
Edgar Acosta, financial advisor Tempe AZ
Edgar A. Acosta
CRD#: 5720193
1625 W Fountainhead Pkwy, 9th Flr, Tempe, AZ 85282

Edgar Acosta (CRD# 5720193) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Tempe, AZ and has over 11 years of experience in the finance industry.

2
Kwadwo Adutwum, financial advisor San Leandro CA
Kwadwo O. Adutwum
CRD#: 5430058
1601 Washington Ave, San Leandro, CA 94577

Kwadwo Adutwum (CRD# 5430058) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in San Leandro, CA and has over 13 years of experience in the finance industry. Kwadwo Adutwum 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
Lila Anderson, financial advisor Omaha NE
Lila J. Anderson
CRD#: 2997638
13220 California Street, 2nd Floor, Omaha, NE 68154

Lila Anderson (CRD# 2997638) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Omaha, NE and has over 18 years of experience in the finance industry.

4
Ibun Ando, financial advisor San Jose CA
Ibun Ando
CRD#: 6122112
50 W. San Fernando Street, Suite 275, San Jose, CA 95113

Ibun Ando (CRD# 6122112) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in San Jose, CA and has over 8 years of experience in the finance industry.

5
Douglas Arnell, financial advisor Salt Lake City UT
Douglas B. Arnell
CRD#: 5265267
142 East 200 South, Salt Lake City, UT 84111

Douglas Arnell (CRD# 5265267) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Salt Lake City, UT and has over 14 years of experience in the finance industry.

6
Troy Arthur, financial advisor Omaha NE
Troy A. Arthur
CRD#: 6003247
13220 California Street Suite 2, 4th Floor, Omaha, NE 68154

Troy Arthur (CRD# 6003247) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Omaha, NE and has over 3 years of experience in the finance industry.

7
Tim Asplin, financial advisor Omaha NE
Tim J. Asplin
CRD#: 4880119
13220 California Street, 2nd Floor, Omaha, NE 68154

Tim Asplin (CRD# 4880119) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Omaha, NE and has over 14 years of experience in the finance industry.

8
Brett Badalucco, financial advisor Omaha NE
Brett M. Badalucco
CRD#: 4422071
13220 California Street, 2nd Floor, Omaha, NE 68154

Brett Badalucco (CRD# 4422071) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Omaha, NE and has over 13 years of experience in the finance industry.

9
Guneet Bains-Ajmani, financial advisor Walnut Creek CA
Guneet K. Bains-Ajmani
CRD#: 4287062
1333 N. California Blvd., Suite Sl10, Walnut Creek, CA 94596

Guneet Bains-Ajmani (CRD# 4287062) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Walnut Creek, CA and has over 20 years of experience in the finance industry.

10
Tiffany Barrett, financial advisor Omaha NE
Tiffany A. Barrett
CRD#: 5335108
13505 California St, Lower Lobby, Omaha, NE 68152

Tiffany Barrett (CRD# 5335108) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Omaha, NE and has over 13 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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