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Vestech Asset Management Inc. CRD 285685
$99.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11477 Olde Cabin Road Suite 310, Saint Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-07-19 |
| MO | RA | APPROVED | 2018-04-24 |
Branch Locations
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meyer Financial Group | St. Louis | MO | 09/1999 | Present |
| Cuttingedge Advisors | Saint Louis | MO | 03/2008 | 08/2018 |
| Vestech Securities, Inc. | St. Louis | MO | 06/2016 | Present |
| Vestech Asset Management | St. Louis | MO | 04/2018 | Present |
| Ibn Financial Services, Inc. | St. Louis | CA | 06/2016 | 06/2021 |
| Ni Advisors | Milpitas | CA | 09/2021 | Present |
(1) NAME: MFG LLC; INV-REL: No; ADDRESS: 125 S. Central Avenue, Eureka, MO, 63025; NATURE: Traditional (non-variable) Insurance sales/service; POSITION: Owner/Independent Agent; HRS/MO: 25; TRADING HRS/MO: 10; DUTIES: Sales & service of traditional insurance contacts (life, fixed annuities, health); (2) NAME: "GNM, LLC"; INV-REL: No; ADDRESS: 125 S. Central Avenue, Eureka, MO, 63025; NATURE: OBA for Investment Advisory Business; POSITION: Member; DATE: 10/26/2018; HRS/MO: 40; TRADING HRS/MO: 30; DUTIES: Conduct routine business affairs of a company to pay expenses and salaries (3) NAME: "Meyer Realty Group"; INV-REL: No; ADDRESS: 125 S. Central Avenue, Eureka, MO, 63025; NATURE: LLC that owns real estate; POSITION: Member; DATE: 12/2016; HRS/MO: 2; TRADING HRS/MO: 0; DUTIES: Member of the LLC that holds ownership of property (4) NAME: "Meyer Financial Group, LLC"; INV-REL: No; ADDRESS: 125 S. Central Avenue, Eureka, MO, 63025; NATURE: OBA for Securities Business; POSITION: Member; DATE: 02/01/2010; HRS/MO: 100; TRADING HRS/MO: 100; DUTIES: Conduct routine business affairs of a company to pay expenses and salaries (5) NAME: "Vestech Securities Inc."; INV-REL: Yes; ADDRESS: 125 S. Central Avenue, Eureka, MO, 63025; NATURE: Broker Dealer; POSITION: Financial Representative; DATE: 06/2016; HRS/MO: 160; TRADING HRS/MO: 160; DUTIES: Financial Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-17 |
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