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David William Mcclanahan

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska
BANCWEST 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.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

David William Mcclanahan is a registered financial advisor based in OMAHA, Nebraska, affiliated with BANCWEST INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BANCWEST INVESTMENT SERVICES, INC.
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
AUM
$2.0B
Regulatory assets under management
Employees
369
Total firm employees
View all advisors at BANCWEST INVESTMENT SERVICES, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2440343
Firm CRD# 29357
View on FINRA BrokerCheck →

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05

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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Other Advisors at BANCWEST INVESTMENT SERVICES, INC.

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Dale Robert Niemi
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Darin Keith Dubendorf
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