Investment adviser · CRD 168771
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL
Investment adviser filing (IA)
VESTMENT FINANCIAL LLC
CHANHASSEN, MN, United States · Form ADV filed Sep 2, 2026
- Regulatory AUM
- $304M Form ADV · Item 5.F
- Client accounts
- 2,679 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 198 | $246,836,741 | 81.1% |
| Individuals | 280 | $57,422,060 | 18.9% |
Filing source
Form ADV 2130223 · Sep 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7935 STONE CREEK DRIVE, SUITE 120CHANHASSEN, MN, 55317, United States
CRD 168771
Filing source
Form ADV 2130223 · Sep 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.