Unclaimed Profile

Michael Akeo Tottori

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 63, Series 66CFP16 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 3255621Firm CRD# 29357

Profile Verification

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

Identity

Michael Akeo Tottori · OMAHA, NE

Registration

CRD #3255621 · BANCWEST INVESTMENT SERVICES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANCWEST INVESTMENT SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 2017 – Jul 2026

HONOLULU, HI

BANCWEST INVESTMENT SERVICES, INC. (BWIS) AND BWIS D/B/A FHIS

Dec 2009 – May 2017

HILO, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 21, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Michael Akeo Tottori offer?

Michael Akeo Tottori specializes in Investment Management, Fee-Only Advisory.

What are Michael Akeo Tottori's credentials?

Michael Akeo Tottori holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Akeo Tottori located?

Michael Akeo Tottori is based in OMAHA, Nebraska, last registered with BANCWEST INVESTMENT SERVICES, INC..

How does Michael Akeo Tottori charge for services?

Michael Akeo Tottori'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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