Claim Profile
KV

Katherine Kammerzell Vessenes

VESTMENT FINANCIAL LLC·CHANHASSEN, Minnesota
Unclaimed Profile
7935 STONE CREEK DRIVE, SUITE 120, CHANHASSEN, MN 55317CRD# 1320580Firm CRD# 168771
01

About

Katherine Kammerzell Vessenes is a registered financial advisor based in CHANHASSEN, Minnesota, affiliated with VESTMENT FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VESTMENT FINANCIAL LLC
MD FINANCIAL / VESTMENT FINANCIAL
AUM
$213M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1320580
Firm CRD# 168771
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHANHASSEN?

Browse all registered financial advisors in CHANHASSEN, Minnesota or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Katherine Kammerzell Vessenes offer?
Katherine Kammerzell Vessenes specializes in Financial Planning, Investment Management. Contact their office in CHANHASSEN, Minnesota for a consultation.
What are Katherine Kammerzell Vessenes's credentials?
Katherine Kammerzell Vessenes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Kammerzell Vessenes located?
Katherine Kammerzell Vessenes is based in CHANHASSEN, Minnesota, working with VESTMENT FINANCIAL LLC. Their office serves clients in the CHANHASSEN metropolitan area and surrounding communities.
How does Katherine Kammerzell Vessenes charge for services?
Katherine Kammerzell Vessenes'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty