Alice
Haneman
Bancwest Investment Services, Inc
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About this Advisor
Alice Haneman is a financial advisor based out of Portland, Oregon with a total of 3 years of industry experience. Haneman is an advisor for Bancwest Investment Services, Inc. Their career trajectory has included roles at Bancwest Invesmtent Services, Bank Of The West, Opus Bank, Zones Inc, Union Bank, Wells Fargo Bank, Sydney Harbor Paint Company and Porter'S Original Paints. Haneman has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon. Bancwest Investment Services, Inc is a financial advisory firm that has its headquarters in Omaha, NE. The firm has offices in 440 locations and a total of 369 financial advisors. It administers $2 billion in assets among its 9,062 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 9,062 customer accounts, just 7% are associated with high-net-worth investors who have greater 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. Fees for financial advice typically depend on which services the firm provides the client. Fee types 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
Alice Haneman Work History
Alice has been registered as a financial advisor for 3 years.*
Bancwest Invesmtent Services
Bank Of The West
Opus Bank
Zones Inc
Union Bank
Wells Fargo Bank
Sydney Harbor Paint Company
Porter'S Original Paints
*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 Alice Haneman 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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