VESTMENT FINANCIAL LLC
Legal name: MD FINANCIAL ADVISORS / VESTMENT FINANCIAL
CRD #168771 SEC #801-116812 CHANHASSEN, MN (888) 256-6855
SEC Registered
Total AUM
$243.2M
Discretionary
$243.2M
Employees
21
Clients
251
Accounts
2,758
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2025
- Branch Offices
- 13
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Oct 8, 2025 REGISTERED
Notice Filings (26)
AZ CA CT FL GA IL LA MA MD ME MI MN NC NE NH NJ NM NY OH PA RI SC TX VT WA WI
Address
7935 STONE CREEK DRIVESUITE 120
CHANHASSEN, MN 55317
United States
Phone: (888) 256-6855