Unclaimed Profile

Vernon Yew Cheong Wong

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 6, Series 7, Series 9, Series 10, Series 22, Series 24, Series 63CFP ChFCClean record39 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 1292191Firm CRD# 29357

Profile Verification

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

Identity

Vernon Yew Cheong Wong · OMAHA, NE

Registration

CRD #1292191 · BANCWEST INVESTMENT SERVICES, INC. · 39 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 2017 – present

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

Dec 2009 – May 2017

HONOLULU, HI

AMERIPRISE FINANCIAL SERVICES, INC.

Apr 1987 – Sep 2005

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 22

Series 24

Series 63

Registration record

First registered · April 20, 1987

Years registered · 39

Professional designations · CFP, ChFC

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

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Frequently Asked Questions

What services does Vernon Yew Cheong Wong offer?

Vernon Yew Cheong Wong specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are Vernon Yew Cheong Wong's credentials?

Vernon Yew Cheong Wong holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Vernon Yew Cheong Wong located?

Vernon Yew Cheong Wong 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 Vernon Yew Cheong Wong charge for services?

Vernon Yew Cheong Wong'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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