Nathan
Vandas

Bancwest Investment Services, Inc

CRD#6196216
Investment Advisor
in Aurora, CO

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About this Advisor

Nathan Vandas is a financial advisor based out of Aurora, Colorado, with 10 years in the industry. Vandas is on the advisory team at Bancwest Investment Services, Inc. Over the course of their career, they have held roles at Vf Outdoor, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Arrmani Exchange, Colorado Sky Sox, The Picture Show At Citadel Crossing, Colorado University Student, Bancwest Investment Services Inc and Bank Of The West. Vandas holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Bancwest Investment Services, Inc is a registered investment company based out of Aurora, Colorado. The investment advisory business has offices in 525 locations and a total of 358 advisors. It manages $2 billion in total assets between its 7,801 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 7,801 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business has a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees depend on which service is provided. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

700 S Abilene St
Aurora, CO 80012

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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 10 years of experience.

2015 - Present (5 years)

Bancwest Investment Services Inc

2015 - Present (5 years)

Bank Of The West

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 - 2009 (< 1 year)

Colorado Sky Sox

2009 - 2010 (1 year)

Colorado University Student

2008 - 2009 (1 year)

The Picture Show At Citadel Crossing

Disclosures

Nathan Vandas has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Viviana Bigolin
La Jolla, CA
Ernesto Rodriguez
Tempe, AZ
Tara Kimmins
Newport Beach, CA
Nathan Vandas
Aurora, CO
Joseph Dadashadeh
Meridian, ID
Deny Delgadillo
Pasadena, CA
Stephane Johnston
New York, NY
Tony Tat Yan Lam
Pasadena, CA

This content was compiled from the SEC and FINRA.

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