Unclaimed Profile

Christopher Richard Counce

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record23 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154CRD# 2227241Firm CRD# 29357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Richard Counce · OMAHA, NE

Registration

CRD #2227241 · BANCWEST INVESTMENT SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

CETERA ADVISOR NETWORKS LLC

Jun 2021 – Jun 2023

EL SEGUNDO, CA

VOYA FINANCIAL ADVISORS, INC.

Oct 2015 – Jun 2021

LAKEWOOD, CO

BBVA WEALTH SOLUTIONS INC.

Feb 2015 – Apr 2015

DENVER, CO

BANCWEST INVESTMENT SERVICES, INC. (BWIS) AND BWIS D/B/A FHIS

Aug 2006 – Jan 2015

LOS ANGELES, CA

INVEST FINANCIAL CORPORATION

Jul 2003 – Aug 2006

DENVER, CO

WELLS FARGO INVESTMENTS, LLC

Apr 2003 – Jul 2003

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · April 11, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANCWEST INVESTMENT SERVICES, INC.

CRD 29357 · SEC 801-71300

AUM

$2.0B

Regulatory assets under management

Employees

369

9,062 client accounts

Services offered by BANCWEST INVESTMENT SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BANCWEST INVESTMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Christopher Richard Counce offer?

Christopher Richard Counce specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are Christopher Richard Counce's credentials?

Christopher Richard Counce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Richard Counce located?

Christopher Richard Counce is based in OMAHA, Nebraska, working with BANCWEST INVESTMENT SERVICES, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Christopher Richard Counce charge for services?

Christopher Richard Counce's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANCWEST INVESTMENT SERVICES, INC.?

BANCWEST INVESTMENT SERVICES, INC. has approximately 369 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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