Md Financial Advisors / Vestment Financial
Md Financial Advisors / Vestment Financial is an SEC-registered mass-market adviser in Chanhassen, MN with $304.3M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Md Financial Advisors / Vestment Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168771, SEC 801-116812, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $304.3M (2026-06-16)
- Firm type
- Mass-Market Adviser
- Location
- Chanhassen, MN
- Employees
- 20
- Clients
- 478
- CRD
- 168771
- Ownership
- VESSENES, KATHERINE, KAMMERZELL; LANTZ, JOSHUA, BRADFORD; THE LADY LIBERTY TRUST DATED FEBRUARY 16, 2026
How much AUM does Md Financial Advisors / Vestment Financial have?
Md Financial Advisors / Vestment Financial reported $304.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Md Financial Advisors / Vestment Financial?
Disclosed owners and executives of Md Financial Advisors / Vestment Financial include VESSENES, KATHERINE, KAMMERZELL, LANTZ, JOSHUA, BRADFORD, THE LADY LIBERTY TRUST DATED FEBRUARY 16, 2026. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.