Unclaimed Profile

Craig James Samuelson

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 63, Series 66Clean record12 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154CRD# 2914776Firm CRD# 29357

Profile Verification

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

Identity

Craig James Samuelson · OMAHA, NE

Registration

CRD #2914776 · BANCWEST INVESTMENT SERVICES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANCWEST INVESTMENT SERVICES, INC.

LPL FINANCIAL LLC

Mar 2017 – Feb 2026

FARGO, ND

CETERA INVESTMENT ADVISERS LLC

Dec 2014 – Feb 2017

FARGO, ND

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

Oct 2013 – Nov 2014

REDFIELD, SD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 28, 2013

Years registered · 12

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 Craig James Samuelson offer?

Craig James Samuelson specializes in Investment Management, Fee-Only Advisory.

What are Craig James Samuelson's credentials?

Craig James Samuelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig James Samuelson located?

Craig James Samuelson is based in OMAHA, Nebraska, last registered with BANCWEST INVESTMENT SERVICES, INC..

How does Craig James Samuelson charge for services?

Craig James Samuelson'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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