Kara
Galle

Bancwest Investment Services, Inc

CRD#6376687
Investment Advisor
in Omaha, NE

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About this Advisor

Kara Galle is a financial advisor who works out of Omaha, Nebraska with 2 years of industry experience. Galle is on the advisory team at Bancwest Investment Services, Inc. During their career, Galle has held roles at Securities America Advisors, Securities America Inc, Dudley'S Pizza And Tavern, Jack Binion'S Steakhouse, University Of Nebraska At Omaha/ Metro Com. College, Bank Of The West and Bancwest Investment Services, Inc. Galle has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nebraska. Bancwest Investment Services, Inc is a registered investment business that has its headquarters in Omaha, NE. It has offices in 440 locations and a total of 369 financial advisors. It manages $2 billion in assets across its 9,062 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 9,062 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Bancwest Investment Services, Inc offers a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees typically vary depending on the type of services. However, fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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 2Nd Floor
Omaha, NE 68154-9750

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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

Kara Galle Work History

Kara has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Bank Of The West

2021 - Present (3 years)

Bancwest Investment Services, Inc

2017 - 2021 (4 years)

Securities America Advisors

2014 - 2021 (7 years)

Securities America Inc

2014 - 2015 (1 year)

Dudley'S Pizza And Tavern

2010 - 2014 (4 years)

Jack Binion'S Steakhouse

2006 - 2013 (7 years)

University Of Nebraska At Omaha/ Metro Com. College

*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 Kara Galle 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)

Jacob Somero
Tempe, AZ
Todd Dunlap
Tempe, AZ
Julian Cruz
Stockton, CA
Lidia Leach
Fresno, CA
Linda Dougherty
Petaluma, CA
Tiffney Chang
Rowland Heights, CA
Ronald Fisher
Tempe, AZ
Ahmed Eid
Tempe, AZ

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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