Nathan
Vandas

Bancwest Investment Services, Inc

CRD#6196216
Investment Advisor
in Loveland, CO

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About this Advisor

Nathan Vandas is a financial advisor based in Loveland, Colorado, with a total of 10 years in the industry. Vandas is an advisor for Bancwest Investment Services, Inc. The advisor has gained experience at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Arrmani Exchange, Vf Outdoor, Colorado University Student, Bank Of The West and Bancwest Investment Services Inc. Vandas has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Colorado. Bancwest Investment Services, Inc is an advisory company that has its headquarters in Loveland, Colorado. The investment advisory business has offices in 547 locations and a total of 361 people on staff. It administers $2 billion in assets among its 8,147 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 8,147 client accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. The company provides a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on the type of services. Fees billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

303 E Sixth St
Loveland, CO 80537-5608

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,531,290,151

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

361

CO Average: 226
Total Number of Accounts

8,147

CO Average: 7,467
Average Account Size

$187,958

CO Average: $264,928

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Investment Advisory Services

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

Nathan Vandas Work History

Nathan has 11 years of experience.

2015 - Present (5 years)

Bank Of The West

2015 - Present (5 years)

Bancwest Investment Services Inc

2013 - 2015 (2 years)

Wells Fargo Advisors LLC

2012 - 2015 (3 years)

Wells Fargo Bank Na

2012 - 2012 (< 1 year)

Arrmani Exchange

2010 - 2012 (2 years)

Vf Outdoor

2009 - 2010 (1 year)

Colorado University Student

Disclosures

Nathan Vandas has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Milap Shah
Albuquerque, NM
John Lee
Palo Alto, CA
Dimitre Ivanov
New York, NY
Angela Reynolds
Los Angeles, CA
John Mathison
Anoka, MN
Gianluca Paci
Los Angeles, CA
Saba Jahanian
Santa Monica, CA
Hamza Farooquee
Tustin, CA

This content was compiled from the SEC and FINRA.

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