Rodney
Gates
Bancwest Investment Services, Inc
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About this Advisor
Rodney Gates is a financial advisor operating in Wichita, Kansas who has 17 years of relevant experience. Gates is an employee of Bancwest Investment Services, Inc. The advisor has gained experience at Bancwest Investment Services, Inc and Bank Of The West. Gates has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Kansas and Wisconsin. Bancwest Investment Services, Inc is a registered investment firm that has its headquarters in Omaha, NE. It has offices in 440 locations and a total of 369 employees. It oversees $2 billion in assets under management between its 9,062 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 9,062 customer accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets. Bancwest Investment Services, Inc performs 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 usually are based on which services are provided. Fees charged 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
Rodney Gates Work History
Rodney has been registered as a financial advisor for 17 years.*
Bancwest Investment Services, Inc
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 Rodney Gates 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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