Lana Weant has been an investment adviser representative at Vines Capital Management since June 2023, and is not listed among the firm’s executive officers or direct owners. Lana Weant holds a Bachelor of Science in Business from Louisiana State University.
Vines Capital Management, LLC is a Monroe, LA firm with $192M under management, 230 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Lana Weant is Wealth Advisor and Director of Client Service at Vines Capital Management. As a primary wealth advisor, she works closely with wealthy families and coordinates a wide range of services to help manage, sustain, and grow wealth. She joined the firm in 2022 and pursued a professional golf career after graduating in 2017.
Professional designations
Listed by Vines Capital Management
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Lana Weant is registered as an investment adviser representative in 2 states. The first approvals date from June 2023; the most recent is Texas, in June 2026.
- LouisianaSince 22 June 2023
- TexasSince 2 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 June 2023 |
| SIE | Securities Industry Essentials Examination | 15 March 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Lana Hodge Weant
- CRD
- 7734619
- Firm
- Vines Capital Management · CRD 298727
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vinescapital.com
Where does Lana Weant work?
Lana Weant is an investment adviser representative registered through Vines Capital Management, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Lana Weant a financial advisor?
Yes. Lana Weant has a current investment-adviser registration in Louisiana and Texas, through Vines Capital Management since June 2023.
How many years of experience does Lana Weant have?
Lana Weant has 3 years in the financial industry, since June 2023, across 1 adviser firm.
What exams has Lana Weant passed?
Lana Weant has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2023.
Is Lana Weant registered with FINRA?
No. Lana Weant has no current broker registration.
How can I verify Lana Weant’s record?
Search CRD 7734619 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lana Weant’s full registration record.
