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MD FINANCIAL ADVISORS / VESTMENT FINANCIAL
VESTMENT FINANCIAL LLC
CRD 168771 · SEC 801-116812
7935 STONE CREEK DRIVE, SUITE 120, CHANHASSEN, MN, 55317, United States
Phone
(888) 256-6855
Fax
(888) 394-5339
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$304.3M
Discretionary AUM
$304.3M
Team
20 total employees; 11 advisory reps; 43 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUBSCRIPTION-BASED FEE FOR FINANCIAL PLANNING SERVICES
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 280 | $57.4M |
| High net worth individuals | 198 | $246.8M |
States served
AZ, CA, GA, IL, ME, MD, MA, MI, MN, NE, NJ, NM, NY, NC, OH, PA, RI, WA, TX, NH, CT, FL
All web addresses on file
- https://music.amazon.com/podcasts/f3cf9645-0692-45e5-b51a-bc04ea9ea398/money-minutes-for-doctors
- https://open.spotify.com/show/1frdil1cz3hm0vbdbsb8uz?si=3kbfqy1zqxkxeyxiy5ci2q&nd=1&dlsi=edbeb3ab57d64711
- https://www.facebook.com/mdfinancialadvisors/
- https://md-financial-advisors-school.thinkific.com/courses/side-gigs-starter-course
- http://mdfinancialadvisors.com
- https://www.youtube.com/@mdfinancial1759
- https://x.com/md_financial
- https://www.instagram.com/md_financial/
- https://podcasts.apple.com/us/podcast/money-minutes-for-doctors/id1396041737
- https://www.linkedin.com/company/md-financial-advisors/
Official SEC filing: View on IAPD