Unclaimed Profile

Craig Stephen Avellar

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 4, Series 7, Series 24, Series 51, Series 55, Series 63, Series 65, Series 66CFP23 years registeredBANCWEST INVESTMENT SERVICES, INC.

13505 CALIFORNIA STREET, OMAHA, NE 68154CRD# 1773966Firm CRD# 29357

Profile Verification

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

Identity

Craig Stephen Avellar · OMAHA, NE

Registration

CRD #1773966 · BANCWEST INVESTMENT SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANCWEST INVESTMENT SERVICES, INC.

VALIC FINANCIAL ADVISORS, INC.

Apr 2019 – Oct 2023

HONOLULU, HI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 2017 – Aug 2018

HONOLULU, HI

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

May 2016 – May 2017

HONOLULU, HI

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

Sep 2002 – Jul 2012

AIEA, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 51

Series 55

Series 63

Series 65

Series 66

Registration record

First registered · September 18, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

1995Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Stephen Avellar offer?

Craig Stephen Avellar specializes in Investment Management, Fee-Only Advisory.

What are Craig Stephen Avellar's credentials?

Craig Stephen Avellar holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Craig Stephen Avellar located?

Craig Stephen Avellar is based in OMAHA, Nebraska, last registered with BANCWEST INVESTMENT SERVICES, INC..

How does Craig Stephen Avellar charge for services?

Craig Stephen Avellar'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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