Unclaimed Profile

Rollin Lynn Biel

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 27, Series 99TOClean recordBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 5101711Firm CRD# 29357

Profile Verification

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

Identity

Rollin Lynn Biel · OMAHA, NE

Registration

CRD #5101711 · BANCWEST INVESTMENT SERVICES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 27

Series 99TO

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

Speak with Rollin Lynn

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

Not sure if Rollin Lynn 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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Rollin Lynn Biel offer?

Rollin Lynn Biel specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are Rollin Lynn Biel's credentials?

Rollin Lynn Biel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rollin Lynn Biel located?

Rollin Lynn Biel 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 Rollin Lynn Biel charge for services?

Rollin Lynn Biel'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 →