VESTMENT FINANCIAL LLC of CHANHASSEN, MN is an SEC-registered investment adviser (CRD 168771). Regulatory assets under management: $304.3M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |