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Diane Renee Haneklau

Vestech Asset Management Inc.

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About Diane Renee Haneklau

Diane Renee Haneklau is a financial advisor with Vestech Asset Management Inc. located in SAINT LOUIS, MO. Diane has been working in the financial services industry since 1983. Diane has 3 product exams, 1 principal exam, and 1 state exam. Diane holds FINRA registrations and is registered in Missouri and Arizona. Diane is a Certified Financial Planner™.

Firm Information

Diane Haneklau is currently registered with Vestech Asset Management Inc.. Vestech Asset Management Inc. is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals. They have approximately 82,427,479 in assets under management and serve 303 clients.

$82.43M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Diane Haneklau’s Registration & Firm History

MO

01/02/2019 - Present

Vestech Asset Management Inc. (SAINT LOUIS MO)

MO

04/30/2012 - 12/13/2018

K. W. CHAMBERS & CO. (CLAYTON MO)

MO

01/16/2006 - 04/30/2012

FORSYTH SECURITIES, INC. (KIRKWOOD MO)

MO

01/07/2005 - 12/31/2005

CUTTER & COMPANY, INC. (BALLWIN MO)

MO

10/12/1989 - 12/31/2004

CUTTER & COMPANY, INC. (BALLWIN MO)

NA

04/04/1984 - 10/18/1989

AMERICAN CAPITAL EQUITIES, INC.

OH

04/23/1985 - 10/17/1989

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

NA

05/25/1983 - 03/21/1984

TITAN CAPITAL CORPORATION

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Licenses & Designations

BC

Issued 05/23/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/1985

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diane Renee Haneklau.
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