Best Investors Account Sign in
Current Employers
Vestech Asset Management Inc.

11477 Olde Cabin Road Suite 310, Saint Louis, MO 63141 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

7 W Square Lake Rd, Bloomfield Hills, MI 48302 • United States

11477 Olde Cabin Road Suite 310, Saint Louis, MO 63141 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
L.M. Kohn & Company Cincinnati OH 07/2015 07/2017
Vestech Asset Management St. Louis MO 02/2018 Present
Amerco Waterford MI 09/2015 Present
  • 07/2015 → 07/2017
    L.M. Kohn & Company
    Cincinnati, OH
  • 02/2018 → Present
    Vestech Asset Management
    St. Louis, MO
  • 09/2015 → Present
    Amerco
    Waterford, MI
Previous Registrations
  • 2015-09-15 → 2017-07-31
    L.M. Kohn & Company
    Troy, MI
  • 2010-09-30 → 2015-02-06
    Farmington Hills, MI
  • 2006-02-03 → 2010-10-22
    Farmington Hills, MI
  • 2004-02-25 → 2006-02-08
    Comerica Securities
    Southfield, MI
    Southfield, MI
Other Businesses

1.DBA: MAENDEL WEALTH LLC, INVESTMENT RELATED, 7 W Square Lake Rd., Bloomfield Hills, MI, 48302, DBA FOR ADVISORY SERVICES, MANAGING PRINCIPAL, 07/2015, APPROXIMATELY 160 HOURS/MONTH DURING TRADING HOURS, PROVIDING ADVISORY SERVICES TO THE PUBLIC. 2.AMERCO, NON-INVESTMENT RELATED, 3541 HIGHLAND ROAD, WATERFORD, MI, 48328, RELOCATION AND TRANSPORTATION SERVICES, MANAGER, 09/01/2015, 80 HOURS/MONTH, 0 HOURS/MONTH DURING TRADING HOURS, MANAGING INTERSTATE CORPORATE RELOCATIONS AND TRAFFIC LOGISTICS. 3. ANN ARBOR ANNUITY EXCHANGE, NON-INVESTMENT RELATED, 45 RESEARCH DRIVE, ANN ARBOR, MI, 48103, FIELD MARKETING ORGANIZATION FOR FIXED INSURANCE, INDEPENDENT CONTRACTOR, 09/15/2017, 5 HOURS/MONTH, 0 HOURS/MONTH DURING TRADING HOURS, USED TO PROVIDE INFORMATION FOR POTENTIAL CLIENTS. 4. JOHN WILEY & SONS INC., NON-INVESTED RELATED, 111 RIVER STREET, HOBOKEN, NJ, 07030, PUBLISHING FIRM, AUTHOR OF "FOR DUMMIES" SERIES NEW EDITION, 11/21/2022, 30 HOURS/MONTH, 0 HOURS/MONTH DURING TRADING HOURS. 5. JOHN WILEY & SONS INC., NON-INVESTED RELATED, 111 RIVER STREET, HOBOKEN, NJ, 07030, PUBLISHING FIRM, TECHNICAL REVIEWER, 11/11/2023, 10 HOURS/MONTH, 0 HOURS/MONTH DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-23
S63 Uniform Securities Agent State Law Examination 1999-08-14
  • S65 Uniform Investment Adviser Law Examination
    1999-08-23
  • S63 Uniform Securities Agent State Law Examination
    1999-08-14
Other Names
  • Jim Maendel
  • James Maendel

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bloomfield Hills, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor