Lana
Weant

Vines Capital Management, LLC

CRD#7734619
Investment Advisor
in Monroe, LA

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About this Advisor

Lana Weant is a financial advisor based in Monroe, Louisiana, working with Vines Capital Management, LLC. Lana has previously held positions at the University Of Louisiana, Louisiana State University, Us Dunnage LLC, Bayou Desiard Country Club, Frenship School District, American Income Life, Woodmen Life, and Vines Capital Management. Lana has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Lana is part of Vines Capital Management, LLC, which operates out of Monroe, Louisiana. The firm has 3 employees and manages assets totaling $123.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Vines Capital Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1896 Hudson Circle Suite 3
Monroe, LA 71201

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Vines Capital Management, LLC Brokerage Details

Total Assets Under Management

$123,244,018

LA Average: $486,181,852
Total Number of Employees

3

LA Average: 13
Total Number of Accounts

329

LA Average: 722
Average Account Size

$374,602

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Lana Weant Work History

2023 - Present (2 years)

Vines Capital Management

2022 - 2022 (< 1 year)

Frenship School District

2022 - 2022 (< 1 year)

American Income Life

2022 - 2023 (1 year)

Woodmen Life

2020 - 2021 (1 year)

University Of Louisiana

2019 - 2020 (1 year)

Bayou Desiard Country Club

2015 - 2017 (2 years)

Lousiana State University

2015 - 2021 (6 years)

Us Dunnage LLC

2013 - 2015 (2 years)

University Of Louisiana

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Disclosures

Please visit the SEC profile of Lana Weant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vines Capital Management, LLC

Lana Weant
Monroe, LA
Dorothy Vines
Monroe, LA
Kenneth Vines
Monroe, LA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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