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Jenny Lynn Otness

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska
Unclaimed Profile
13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 4873297Firm CRD# 29357
01

About

Jenny Lynn Otness 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
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# 4873297
Firm CRD# 29357
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jenny Lynn Otness offer?
Jenny Lynn Otness specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
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, working with BANCWEST INVESTMENT SERVICES, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
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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Nearby cities in Nebraska
LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
LINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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