Justin
Deutschmann

Bancwest Investment Services, Inc

CRD#4284683
Investment Advisor
in Denver, CO

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About this Advisor

Justin Deutschmann is a financial advisor operating out of Denver, Colorado with 15 years of relevant experience. Deutschmann is an employee of Bancwest Investment Services, Inc. During their career, Deutschmann has held roles at Bank Of The West and Bancwest Investment Services, Inc. Deutschmann maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Arizona, Colorado, Oregon and Texas. Bancwest Investment Services, Inc is a financial advisory company headquartered in Omaha, NE. It has offices in 440 locations and a total of 369 employees. It administers $2 billion in assets under management between its 9,062 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves six charitable organizations. Of its 9,062 customer accounts, just 7% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules vary depending on the financial services. However, fees charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

#2 Steele St.
Denver, CO 80206

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

CO Average: $1,978,216,465
Total Number of Employees

369

CO Average: 226
Total Number of Accounts

9,062

CO Average: 7,467
Average Account Size

$223,378

CO Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Justin Deutschmann Work History

Justin has been registered as a financial advisor for 15 years.*

2006 - Present (18 years)

Bancwest Investment Services, Inc

2003 - Present (21 years)

Bank Of The West

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Deutschmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Linda Dougherty
Petaluma, CA
Ronald Fisher
Tempe, AZ
Tiffney Chang
Rowland Heights, CA
Todd Dunlap
Tempe, AZ
Robb Molnar
Sacramento, CA
Valeria Silva
St. Petersburg, FL
Lidia Leach
Fresno, CA
Jai Huynh
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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