Bancwest Investment Services, Inc
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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
Years of Experience
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Bancwest Investment Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jordan Kalinowski Work History
Jordan has 10 years of experience.
Bancwest Investments Services
Bank Of The West
Sandy Windmer Farmers Agency
Farmers Financial Solutions
Wells Fargo Advisors, LLC
Wells Fargo Bank, N.A
Jordan Kalinowski has no disclosures.
Please visit their SEC profile for more details.
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