Jennifer
Trusty
Bancwest Investment Services, Inc
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About this Advisor
Jennifer Trusty is a financial advisor who works in Overland Park, Kansas, with 11 years of industry experience. Trusty is currently employed by Bancwest Investment Services, Inc. Their career trajectory has included roles at Bancwest Investments and Bank Of The West. Trusty holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Kansas, Missouri and Wisconsin. Bancwest Investment Services, Inc is a firm that has its headquarters in Omaha, NE. The investment advisory business has offices in 440 locations and a total of 369 advisors. It administers $2 billion in assets across its 9,062 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to six charities and foundations. Of its 9,062 customer accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business has a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bancwest Investment Services, Inc Brokerage Details
$2,024,253,748
369
9,062
$223,378
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jennifer Trusty Work History
Jennifer has been registered as a financial advisor for 11 years.*
Bancwest Investments
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 Jennifer Trusty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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