Dana Lorraine Bentz
Investment adviser representative at Vestie
10 yearsExperience
1 stateRegistered in
$125Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Vestie, Inc.Jun 2025 to now
- Airstudio, Inc.Jun 2024 to now
- Streamyard, Inc.Mar 2020 to Apr 2024
- Keller Williams RealtyMar 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vestie
Legal name: Vestie, Inc.
$125Assets managed
2Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8169304
- Firm CRD
- 338938