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David Malcolm Bartholomew

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska
SIE, Series 7, Series 9, Series 10Clean recordBANCWEST INVESTMENT SERVICES, INC.
13220 CALIFORNIA STREET, OMAHA, NE 68154CRD# 4674011Firm CRD# 29357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Malcolm Bartholomew · OMAHA, NE
Registration
CRD #4674011 · BANCWEST INVESTMENT SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
02

Disclosure History

Clean record · no disclosure events on file

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

03

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 David Malcolm Bartholomew offer?
David Malcolm Bartholomew specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are David Malcolm Bartholomew's credentials?
David Malcolm Bartholomew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Malcolm Bartholomew located?
David Malcolm Bartholomew 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 David Malcolm Bartholomew charge for services?
David Malcolm Bartholomew'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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Other Advisors at BANCWEST INVESTMENT SERVICES, INC.

Malia Little Jamal
OMAHA, NE
Dale Robert Niemi
OMAHA, NE
Jeffrey Patrick Hoffmann
OMAHA, NE
Jason Lee Meysenburg
OMAHA, NE
Rollin Lynn Biel
OMAHA, NE
Darin Keith Dubendorf
OMAHA, NE

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