Md Financial / Vestment Financial

Md Financial / Vestment Financial (CRD# 168771) is a financial advisory firm headquartered in Chanhassen, MN. They manage $213,412,385 in 2,334 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317
https://www.facebook.com/mdfinancialadvisors/
By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    2,334
    ACCOUNTS
  • Average Account Value
    $91,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, LA, MA, ME, MI, MN, NC, NE, NH, NJ, NY, OH, PA, RI, TX, VT, WA, WI

Financial Advisors at Md Financial / Vestment Financial
Showing 1 - 9 of 9 top financial advisors.
1
Benjamin Kirchner, financial advisor Chanhassen MN
Benjamin D. Kirchner
CRD#: 6552364
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317

Benjamin Kirchner (CRD# 6552364) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 8 years of experience in the finance industry.

2
Joshua Lantz, financial advisor Chanhassen MN
Joshua B. Lantz
CRD#: 4974172
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317

Joshua Lantz (CRD# 4974172) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 16 years of experience in the finance industry.

3
Katherine Vessenes, financial advisor Chanhassen MN
Katherine K. Vessenes
CRD#: 1320580
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317

Katherine Vessenes (CRD# 1320580) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 39 years of experience in the finance industry.

4
Graham Burke, financial advisor Chanhassen MN
Graham D. Burke
CRD#: 7475884
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317

Graham Burke (CRD# 7475884) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 2 years of experience in the finance industry.

5
Anders Engebretson, financial advisor Chanhassen MN
Anders P. Engebretson
CRD#: 7826482
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317

Anders Engebretson (CRD# 7826482) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has 1 year of experience in the finance industry.

6
Ian Schneider, financial advisor Chanhassen MN
Ian D. Schneider
CRD#: 7206435
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317

Ian Schneider (CRD# 7206435) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 4 years of experience in the finance industry.

7
Kyle Smith, financial advisor Chanhassen MN
Kyle A. Smith
CRD#: 7461304
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317

Kyle Smith (CRD# 7461304) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has 1 year of experience in the finance industry.

8
Adam Swanson, financial advisor Chanhassen MN
Adam P. Swanson
CRD#: 7481200
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317

Adam Swanson (CRD# 7481200) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 2 years of experience in the finance industry.

9
Benjamin Tuomala, financial advisor Chanhassen MN
Benjamin A. Tuomala
CRD#: 7826476
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317

Benjamin Tuomala (CRD# 7826476) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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