Datatex Investment Services Inc.

Datatex Investment Services Inc. (CRD# 105440) is a financial advisory firm headquartered in Clayton, MO. They manage $26,000,000 in 400 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $65,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MO, OH, TN, TX, WI

Financial Advisors at Datatex Investment Services Inc.
Showing 1 - 10 of 25 top financial advisors.
1
Diane R. Haneklau
CRD#: 1103578
7800 Forsyth Blvd., 5th Floor, Clayton, MO 63105
96
Wealthminder
score

Diane Haneklau (CRD# 1103578) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Clayton, MO and has over 33 years of experience in the finance industry. Diane Haneklau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Susan W. Beattie
CRD#: 1986828
15400 S. Outer Forty, Suite 201, Chesterfield, MO 63017
93
Wealthminder
score

Susan Beattie (CRD# 1986828) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Chesterfield, MO and has over 27 years of experience in the finance industry.

3
David C. Bruder
CRD#: 2848666
7800 Forsyth Blvd, Fifth Floor, Clayton, MO 63105
93
Wealthminder
score

David Bruder (CRD# 2848666) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Clayton, MO and has over 19 years of experience in the finance industry.

4
Phillip K. Carver
CRD#: 1205634
154 Timber Creek Rd #1, Cordova, TN 38018
93
Wealthminder
score

Phillip Carver (CRD# 1205634) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Cordova, TN and has over 32 years of experience in the finance industry.

5
Jerry F. Costello
CRD#: 3059245
7800 Forsyth Blvd, Fifth Floor, Clayton, MO 63105
93
Wealthminder
score

Jerry Costello (CRD# 3059245) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Clayton, MO and has over 18 years of experience in the finance industry.

6
Daryl M. Durell
CRD#: 4041410
10805 Sunset Office Dr, Suite 403, Saint Louis, MO 63127
93
Wealthminder
score

Daryl Durell (CRD# 4041410) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Saint Louis, MO and has over 17 years of experience in the finance industry.

7
Alan J. Ferrari
CRD#: 3194695
310 S. Schuyler Ave, Kankakee, IL 60901
93
Wealthminder
score

Alan Ferrari (CRD# 3194695) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Kankakee, IL and has over 17 years of experience in the finance industry.

8
James R. Gulla
CRD#: 2944487
5124 Stage Rd, Memphis, TN 38134
93
Wealthminder
score

James Gulla (CRD# 2944487) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Memphis, TN and has over 18 years of experience in the finance industry.

9
Pamela J. Johnston
CRD#: 502284
7800 Forsyth Blvd, Fifth Floor, Clayton, MO 63105
93
Wealthminder
score

Pamela Johnston (CRD# 502284) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Clayton, MO and has over 36 years of experience in the finance industry.

10
Dale F. Kleekamp
CRD#: 2476437
7800 Forsyth Blvd, Fifth Floor, Clayton, MO 63105
93
Wealthminder
score

Dale Kleekamp (CRD# 2476437) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Clayton, MO and has over 22 years of experience in the finance industry.

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