Jordan
Kalinowski

Bancwest Investment Services, Inc

CRD#5655609
Investment Advisor
in Casper, WY

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About this Advisor

Jordan Kalinowski is a financial advisor based out of Casper, Wyoming, with a total of 10 years of professional experience. Kalinowski currently works for Bancwest Investment Services, Inc. Throughout their career, they have worked at Wells Fargo Bank, N.A, Wells Fargo Advisors, LLC, Sandy Windmer Farmers Agency, Farmers Financial Solutions, Bancwest Investments Services and Bank Of The West. Kalinowski holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Wyoming. Bancwest Investment Services, Inc is a business operating out of Casper, Wyoming. It has offices in 460 locations and a total of 343 financial advisors. It handles $2 billion in assets under management among its 8,995 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to five charities and foundations. Of its 8,995 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets. The business performs a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically depend on which services the firm provides the client. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

300 South Wolcott
Casper, WY 82601

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

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

343

WY Average: 226
Total Number of Accounts

8,995

WY Average: 7,467
Average Account Size

$196,903

WY Average: $264,928

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Investment Advisory Services

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

Jordan Kalinowski Work History

Jordan has 10 years of experience.

2018 - Present (2 years)

Bancwest Investments Services

2018 - Present (2 years)

Bank Of The West

2012 - 2018 (6 years)

Sandy Windmer Farmers Agency

2012 - 2018 (6 years)

Farmers Financial Solutions

2011 - 2012 (1 year)

Wells Fargo Advisors, LLC

2010 - 2012 (2 years)

Wells Fargo Bank, N.A

Disclosures

Jordan Kalinowski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Linda Moran
Walnut Creek, CA
Hamza Farooquee
Santa Ana, CA
Chad Webster
Lodi, CA
Jonathan Woodward
Grand Junction, CO
Robert Homar Lopez
New York, NY
Monessa Duran
Tempe, AZ
Lidia Leach
Fresno, CA
Jenifer Woolcott
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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