Allen
Godin

Bancwest Investment Services, Inc

CRD#6897189
Investment Advisor
in West Des Moines, IA
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About this Advisor

Allen Godin is a financial advisor in West Des Moines, Iowa. Currently an advisor at Bancwest Investment Services, Inc, they have accumulated 14 years of work experience as a financial advisor. Godin maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Godin is registered to work with investors based out of Iowa. Throughout their career, they have worked at Northwest Bank and Bmo Harris. Bancwest Investment Services, Inc is based out of West Des Moines, Iowa, and operates out of 525 other locations in the United States. In aggregate, Bancwest Investment Services, Inc manages $2 billion in assets throughout 7,801 accounts and employs more than 358 people. The amount of assets the firm manages makes it one of the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Bancwest Investment Services, Inc offers portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

7465 Ashworth Road
West Des Moines, IA 50266

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,531,290,151

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

361

IA Average: 226
Total Number of Accounts

8,147

IA Average: 7,467
Average Account Size

$187,958

IA Average: $264,928

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Investment Advisory Services

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

Allen Godin Work History

Allen has 14 years of experience.

2013 - 2017 (4 years)

Bmo Harris

2004 - 2013 (9 years)

Northwest Bank

Disclosures

Allen Godin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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