Unclaimed Profile

Matthew William Benz

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

BANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 5467399Firm CRD# 29357

Profile Verification

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

Identity

Matthew William Benz · OMAHA, NE

Registration

CRD #5467399 · BANCWEST INVESTMENT SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Matthew William Benz 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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5467399

Firm CRD# 29357

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew William Benz offer?

Matthew William Benz specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are Matthew William Benz's credentials?

Matthew William Benz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew William Benz located?

Matthew William Benz 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 Matthew William Benz charge for services?

Matthew William Benz'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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