Matthew
Marsh
Bancwest Investment Services, Inc
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About this Advisor
Matthew Marsh is a certified financial planner who works in Englewood, Colorado with a total of 4 years of industry experience. Marsh is on the advisory team at Bancwest Investment Services, Inc. Over the course of their career, Marsh has held roles at Morgan Stanley Smith Barney, Dynasty Wealth Management, LLC, Dynasty Securities, LLC, Bancwest Investment Services and Bank Of The West. Marsh holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in Colorado. Bancwest Investment Services, Inc is a financial advisory firm headquartered in Omaha, NE. The company has offices in 440 locations and a total of 369 employees. It controls $2 billion in assets under management across its 9,062 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 9,062 client accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets. Bancwest Investment Services, Inc has a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely are based 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
Matthew Marsh Work History
Matthew has been registered as a financial advisor for 4 years.*
Bancwest Investment Services
Bank Of The West
Dynasty Wealth Management, LLC
Dynasty Securities, LLC
Morgan Stanley Smith Barney
*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 Matthew Marsh 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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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
