Unclaimed Profile

Jeffrey Patrick Hoffmann

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 66Clean record15 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 5859086Firm CRD# 29357

Profile Verification

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

Identity

Jeffrey Patrick Hoffmann · OMAHA, NE

Registration

CRD #5859086 · BANCWEST INVESTMENT SERVICES, INC. · 15 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2026 – present

LPL FINANCIAL LLC

Jul 2023 – Sep 2025

OMAHA, NE

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

Feb 2011 – Jul 2023

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · February 4, 2011

Years registered · 15

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 Jeffrey Patrick Hoffmann offer?

Jeffrey Patrick Hoffmann specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are Jeffrey Patrick Hoffmann's credentials?

Jeffrey Patrick Hoffmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Patrick Hoffmann located?

Jeffrey Patrick Hoffmann 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 Jeffrey Patrick Hoffmann charge for services?

Jeffrey Patrick Hoffmann'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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