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Katherine Kammerzell Vessenes

VESTMENT FINANCIAL LLC·CHANHASSEN, Minnesota
Series 7, Series 63, Series 66Clean record17 years registeredVESTMENT 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 · 17 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
CETERA ADVISORS LLC
Jan 2013 – Oct 2013
CHANHASSEN, MN
LARSON FINANCIAL GROUP, LLC
Oct 2010 – Mar 2011
CHANHASSEN, MN
SUMMITALLIANCE ADVISORS, L.L.C.
May 2009 – Dec 2010
CHANHASSEN, MN
QA3 FINANCIAL LLC
Jan 2009 – May 2009
CHANHASSEN, MN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · January 22, 2009
Years registered · 17
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 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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Other Advisors at VESTMENT FINANCIAL LLC

Joshua Bradford Lantz
CHANHASSEN, MN

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