Unclaimed Profile

Michael Bruce Kirkpatrick

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 6, Series 7, Series 22, Series 66ChFC23 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154CRD# 1242631Firm CRD# 29357

Profile Verification

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

Identity

Michael Bruce Kirkpatrick · OMAHA, NE

Registration

CRD #1242631 · 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.

WOODBURY FINANCIAL SERVICES, INC.

Dec 2021 – Dec 2023

SPARKS, NV

EDWARD JONES

Jan 2018 – Nov 2021

SPARKS, NV

SORRENTO PACIFIC FINANCIAL, LLC

Jul 2016 – Jan 2018

AMERICAN CANYON, CA

NATIONWIDE INVESTMENT ADVISORS, LLC

Mar 2016 – Apr 2016

COLUMBUS, OH

NATIONWIDE SECURITIES, LLC

May 2013 – Mar 2016

COLUMBUS, OH

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

Apr 2010 – Apr 2013

SACRAMENTO, CA

WOODBURY FINANCIAL SERVICES, INC.

Sep 2004 – Apr 2010

FOLSOM, CA

NEW ENGLAND SECURITIES CORPORATION

Nov 2002 – Jun 2004

SOUTH SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 66

Registration record

First registered · November 19, 2002

Years registered · 23

Professional designation · ChFC

Disclosure History

2013Customer Dispute·Settled

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 Bruce Kirkpatrick offer?

Michael Bruce Kirkpatrick specializes in Investment Management, Fee-Only Advisory.

What are Michael Bruce Kirkpatrick's credentials?

Michael Bruce Kirkpatrick holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Bruce Kirkpatrick located?

Michael Bruce Kirkpatrick is based in OMAHA, Nebraska, last registered with BANCWEST INVESTMENT SERVICES, INC..

How does Michael Bruce Kirkpatrick charge for services?

Michael Bruce Kirkpatrick'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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