AdvisorOS Directory
Claim Profile
Unclaimed Profile
RS

Robert Joseph Stastny

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska
Series 27Clean recordBANCWEST INVESTMENT SERVICES, INC.
13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 5084163Firm CRD# 29357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Joseph Stastny · OMAHA, NE
Registration
CRD #5084163 · BANCWEST INVESTMENT SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

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

Speak with Robert Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert Joseph is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OMAHA?

Browse all registered financial advisors in OMAHA, Nebraska or claim this profile if it's yours.

Browse OMAHA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Robert Joseph Stastny offer?
Robert Joseph Stastny specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are Robert Joseph Stastny's credentials?
Robert Joseph Stastny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Stastny located?
Robert Joseph Stastny 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 Robert Joseph Stastny charge for services?
Robert Joseph Stastny'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BANCWEST INVESTMENT SERVICES, INC.

Malia Little Jamal
OMAHA, NE
Dale Robert Niemi
OMAHA, NE
Jeffrey Patrick Hoffmann
OMAHA, NE
Jason Lee Meysenburg
OMAHA, NE
Rollin Lynn Biel
OMAHA, NE
Darin Keith Dubendorf
OMAHA, NE

More Advisors in OMAHA, Nebraska

Bryan Todd Baas
TD AMERITRADE, INC.·OMAHA, NE
Lori Ann Dorsey
WEITZ INVESTMENT MANAGEMENT, INC.·OMAHA, NE
Ryan Bruce Beach
ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, NE
John Russel Vanneman
ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, NE
CFA
Ryan Stephen Sabol
MUTUAL ADVISORS, LLC·OMAHA, NE
John Thomas Jr Bradley
TD AMERITRADE, INC.·OMAHA, NE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nebraska
LINCOLN (90)LA VISTA (18)LAVISTA (12)GRAND ISLAND (8)NORTH PLATTE (7)NORFOLK (6)SCOTTSBLUFF (5)KEARNEY (5)LOUISVILLE (4)HASTINGS (4)
City Guides
LINCOLN GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND GuideNORTH PLATTE Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
Request removal of this profile