Unclaimed Profile

David William Mcclanahan

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 63, Series 65Clean record23 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154CRD# 2440343Firm CRD# 29357

Profile Verification

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

Identity

David William Mcclanahan · OMAHA, NE

Registration

CRD #2440343 · BANCWEST INVESTMENT SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

BOK FINANCIAL ADVISORS

Sep 2024 – present

CITIGROUP GLOBAL MARKETS INC.

Feb 2022 – May 2023

Irving,, TX

WELLS FARGO CLEARING SERVICES, LLC

Mar 2013 – Jan 2020

ADDISON, TX

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

May 2007 – Feb 2013

BERKELEY, CA

WACHOVIA SECURITIES, LLC

Feb 2007 – May 2007

MODESTO, CA

QUICK & REILLY, INC.

Sep 2002 – Mar 2003

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 52TO

Series 63

Series 65

Registration record

First registered · September 4, 2002

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 David William Mcclanahan offer?

David William Mcclanahan specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are David William Mcclanahan's credentials?

David William Mcclanahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David William Mcclanahan located?

David William Mcclanahan 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 William Mcclanahan charge for services?

David William Mcclanahan'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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