John
Mathison

Bancwest Investment Services, Inc

CRD#4364996
Investment Advisor
in Anoka, MN

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About this Advisor

John Mathison is a financial advisor operating in Anoka, Minnesota, who has 10 years of professional experience. Mathison is an advisor for Bancwest Investment Services, Inc. The advisor has gained experience at U.S. Bancorp Investments, Inc, U.S. Bank, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Bmo Harris Bank, Wells Fargo Bank, Na, Bancwest Investment Services, Inc and Bank Of The West. Mathison has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. Bancwest Investment Services, Inc is a registered investment firm that has its headquarters in Anoka, Minnesota. The investment advisory business has offices in 460 locations and a total of 343 financial advisors. It administers $2 billion in total assets among its 8,995 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 8,995 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business has a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services typically are based on which services are provided. Fees billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

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

14125 St Francis Boulevard
Anoka, MN 55303

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

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

343

MN Average: 226
Total Number of Accounts

8,995

MN Average: 7,467
Average Account Size

$196,903

MN Average: $264,928

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Investment Advisory Services

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

John Mathison Work History

John has 10 years of experience.

2018 - Present (2 years)

Bancwest Investment Services, Inc

2018 - Present (2 years)

Bank Of The West

2017 - 2017 (< 1 year)

Bmo Harris Bank

2017 - 2018 (1 year)

Wells Fargo Bank, Na

2017 - 2018 (1 year)

Wells Fargo Clearing Services, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2013 - 2017 (4 years)

Wells Fargo Bank Na

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2010 - 2011 (1 year)

U.S. Bancorp Investments, Inc

2010 - 2013 (3 years)

U.S. Bank

Disclosures

John Mathison has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Jeremy Holm
Fargo, ND
Ashley Hamilton
Tempe, AZ
Karim Bouzerda-Khan
New York, NY
Tyler Kamerman
West Des Moines, IA
Alejandro Garcia
Turlock, CA
Tara Kimmins
Newport Beach, CA
George Saliga
Mountain View, CA
Chad Webster
Lodi, CA

This content was compiled from the SEC and FINRA.

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