# VESTMENT FINANCIAL LLC

VESTMENT FINANCIAL LLC of CHANHASSEN, MN is an SEC-registered investment adviser.

## Registration

- CRD: 168771
- Type: SEC-registered investment adviser
- SEC file number: 801-116812
- Location: 7935 STONE CREEK DRIVE, SUITE 120, CHANHASSEN, MN, 55317
- Phone: (888) 256-6855
- Latest filing: 2026-06-16
- Regulatory AUM: $304.3M
- Discretionary AUM: $304.3M
- Clients: 20
- Accounts: 2,679

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Katherine Kammerzell Vessenes | CHIEF EXECUTIVE OFFICER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER; OWNER/CEO/CCO; OWNER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| Joshua Bradford Lantz | CHIEF INVESTMENT OFFICER | — |
| VESSENES KATHERINE KAMMERZELL | OWNER/CEO/CCO | — |
| LANTZ JOSHUA BRADFORD | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168771/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168771/similar
- Related entities: https://search.stillhousedata.com/firm/168771/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168771

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.