Unclaimed Profile

Jeremy Michael Dick

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 99TOClean record23 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 3164653Firm CRD# 29357

Profile Verification

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

Identity

Jeremy Michael Dick · OMAHA, NE

Registration

CRD #3164653 · BANCWEST INVESTMENT SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANCWEST INVESTMENT SERVICES, INC.

PRINCIPAL ASSET MANAGEMENT

Jan 2024 – Feb 2026

Omaha, NE

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

Jan 2015 – Aug 2023

OMAHA, NE

ARBOR POINT ADVISORS

Nov 2012 – Dec 2014

LAVISTA, NE

SECURITIES AMERICA ADVISORS, INC.

Jul 2003 – Jan 2015

LA VISTA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · July 23, 2003

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 Jeremy Michael Dick offer?

Jeremy Michael Dick specializes in Investment Management, Fee-Only Advisory.

What are Jeremy Michael Dick's credentials?

Jeremy Michael Dick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy Michael Dick located?

Jeremy Michael Dick is based in OMAHA, Nebraska, last registered with BANCWEST INVESTMENT SERVICES, INC..

How does Jeremy Michael Dick charge for services?

Jeremy Michael Dick'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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