Erin
Murnan

Bancwest Investment Services, Inc

CRD#5848355
Investment Advisor
in Omaha, NE

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About this Advisor

Erin Murnan is a financial advisor who works in Omaha, Nebraska, with 13 years of relevant experience. Murnan is currently employed by Bancwest Investment Services, Inc. Murnan has gained experience at Bank Of The West and Bancwest Investment Services. Murnan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Nebraska. Bancwest Investment Services, Inc is a financial advisory business based in Omaha, NE. It has offices in 440 locations and a total of 369 people on staff. It oversees $2 billion in assets under management between its 9,062 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises six charitable organizations. Of its 9,062 client accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets. The business offers a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules usually depend on the type of services offered. However, fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

13220 California Street Suite 2 4Th Floor
Omaha, NE 68154

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

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

369

NE Average: 226
Total Number of Accounts

9,062

NE Average: 7,467
Average Account Size

$223,378

NE Average: $264,928

Investment Advisory Services

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

Erin Murnan Work History

Erin has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Bancwest Investment Services

2007 - Present (17 years)

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 Erin Murnan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Ronald Fisher
Tempe, AZ
Todd Dunlap
Tempe, AZ
Jai Huynh
San Jose, CA
Valeria Silva
St. Petersburg, FL
Linda Dougherty
Petaluma, CA
Tiffney Chang
Rowland Heights, CA
Jacob Somero
Tempe, AZ
Lidia Leach
Fresno, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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