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Joshua Bradford Lantz

VESTMENT FINANCIAL LLC·CHANHASSEN, Minnesota
Series 7, Series 24, Series 66Clean record15 years registeredVESTMENT FINANCIAL LLC
7935 STONE CREEK DRIVE, SUITE 120, CHANHASSEN, MN 55317CRD# 4974172Firm CRD# 168771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Bradford Lantz · CHANHASSEN, MN
Registration
CRD #4974172 · VESTMENT FINANCIAL LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

MD FINANCIAL ADVISORS / VESTMENT FINANCIAL
Jan 2015 – present
MD FINANCIAL / VESTMENT FINANCIAL
Sep 2013 – Dec 2014
CHANHASSEN, MN
LARSON FINANCIAL GROUP, LLC
Oct 2010 – May 2011
EDINA, MN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 66
Registration record
First registered · October 20, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VESTMENT FINANCIAL LLC
CRD 168771 · SEC 801-116812
AUM
$213M
Regulatory assets under management
Employees
9
2,334 client accounts
Services offered by VESTMENT FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VESTMENT FINANCIAL LLC →
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05

Frequently Asked Questions

What services does Joshua Bradford Lantz offer?
Joshua Bradford Lantz specializes in Financial Planning, Investment Management. Contact their office in CHANHASSEN, Minnesota for a consultation.
What are Joshua Bradford Lantz's credentials?
Joshua Bradford Lantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Bradford Lantz located?
Joshua Bradford Lantz is based in CHANHASSEN, Minnesota, working with VESTMENT FINANCIAL LLC. Their office serves clients in the CHANHASSEN metropolitan area and surrounding communities.
How does Joshua Bradford Lantz charge for services?
Joshua Bradford Lantz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VESTMENT FINANCIAL LLC?
VESTMENT FINANCIAL LLC has approximately 9 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VESTMENT FINANCIAL LLC

Katherine Kammerzell Vessenes
CHANHASSEN, MN

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