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Katherine Kammerzell Vessenes

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Kammerzell Vessenes · CHANHASSEN, MN
Registration
CRD #1320580 · VESTMENT FINANCIAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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03

Firm Overview

Firm
VESTMENT FINANCIAL LLC
MD FINANCIAL / VESTMENT FINANCIAL
AUM
$213M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at VESTMENT FINANCIAL LLC →
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
View on FINRA BrokerCheck →

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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.
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CHANHASSEN, MN

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