VESTMENT FINANCIAL LLC

MD FINANCIAL / VESTMENT FINANCIAL
CHANHASSEN, Minnesota·2 registered advisors·CRD# 168771
SEC# 801-1168120888-256-6855
01

Firm Overview

AUM
$213M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VESTMENT FINANCIAL LLC

2 registered advisors
Joshua Bradford Lantz
CHANHASSEN, Minnesota
Katherine Kammerzell Vessenes
CHANHASSEN, Minnesota
05

Office Locations

CHANHASSEN, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. VESTMENT FINANCIAL LLC (CRD# 168771) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.