Md Financial / Vestment Financial

Md Financial / Vestment Financial (CRD# 168771) is a financial advisory firm headquartered in Chanhassen, MN. They manage $19,211,000 in 460 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $41,763
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, MN, NH, RI, TX

Financial Advisors at Md Financial / Vestment Financial
Showing 1 - 5 of 5 top financial advisors.
1
Katherine K. Vessenes
CRD#: 1320580
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317
96
Wealthminder
score

Katherine Vessenes (CRD# 1320580) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 32 years of experience in the finance industry. Katherine Vessenes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joshua B. Lantz
CRD#: 4974172
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317
93
Wealthminder
score

Joshua Lantz (CRD# 4974172) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 9 years of experience in the finance industry.

3
Charece D. Martin
CRD#: 4995315
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317
90
Wealthminder
score

Charece Martin (CRD# 4995315) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 12 years of experience in the finance industry.

4
Michael J. Urch
CRD#: 6207523
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317
88
Wealthminder
score

Michael Urch (CRD# 6207523) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 3 years of experience in the finance industry.

5
Andrew M. Bach
CRD#: 6538876
7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317
87
Wealthminder
score

Andrew Bach (CRD# 6538876) 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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.