Unclaimed Profile

Jenny Lynn Otness

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 7, Series 66Clean record21 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 4873297Firm CRD# 29357

Profile Verification

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

Identity

Jenny Lynn Otness · OMAHA, NE

Registration

CRD #4873297 · BANCWEST INVESTMENT SERVICES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

Jun 2014 – Aug 2023

SEATTLE, WA

D.A. DAVIDSON & CO.

Jun 2005 – Jun 2014

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 16, 2005

Years registered · 21

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 Jenny Lynn Otness offer?

Jenny Lynn Otness specializes in Investment Management, Fee-Only Advisory.

What are Jenny Lynn Otness's credentials?

Jenny Lynn Otness is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jenny Lynn Otness located?

Jenny Lynn Otness is based in OMAHA, Nebraska, last registered with BANCWEST INVESTMENT SERVICES, INC..

How does Jenny Lynn Otness charge for services?

Jenny Lynn Otness'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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