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Vestment Financial LLC

● SEC registered since 2019CRD 168771SEC# 801-116812Chanhassen, MN
Export (members)
Reg. AUM
$243.2M
Employees
21
Accounts
2,758
Location
Chanhassen, MN

Vestment Financial LLC assets under management

Vestment Financial LLC is a registered investment adviser overseen by the SEC based in Chanhassen, MN. The firm has been registered since 2019. It reports $243.2 million in regulatory assets under management and employs 21 people.
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Vestment Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Joshua Bradford LantzChief Investment OfficerUnder 5%2019
Katherine Kammerzell Vessenes ControlOwner/Ceo/CcoOver 75%2013

Frequently asked questions

How much does Vestment Financial LLC manage?

Vestment Financial LLC reports $243.2 million in regulatory assets under management on its Form ADV.

How many employees does Vestment Financial LLC have?

Vestment Financial LLC reports 21 employees.

Where is Vestment Financial LLC located?

Vestment Financial LLC is based in Chanhassen, MN and has been SEC-registered since 2019.

Does Vestment Financial LLC disclose fund performance?

Vestment Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7935 Stone Creek Drive, Suite 120, Suite 120, Chanhassen, MN 55317
Phone(888) 256-6855
Fax(888) 394-5339
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$243.2M
Non-discretionary$0
Total (RAUM)$243.2M