← Directory
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL
Legal name: VESTMENT FINANCIAL LLC
CRD 168771File 801-116812
APPROVED
Retail clients
Custody
Filing as of Sep 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$304.3M
Below cohort median (national)
Discretionary AUM
$304.3M
Clients
478
2,679 accounts
Employees
20
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 18, 2019
- Principal office
- 7935 STONE CREEK DRIVE, SUITE 120, CHANHASSEN, MN, 55317
- Phone
- (888) 256-6855
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $304.3M
- Discretionary AUM
- $304.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,679
- Non-discretionary accounts
- 0
- Total accounts
- 2,679
- AUM per client
- $637K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 198 | $246.8M |
| Individuals (other than high net worth individuals) | 280 | $57.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SUBSCRIPTION-BASED FEE FOR FINANCIAL PLANNING SERVICES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 20 | decreased by1 |
| Apr 1, 2026 | Clients | 448 | 478 | increased by30 |
| Apr 1, 2026 | AUM | $243,201,465 | $304,258,801 | increased by$61,057,336 |
| Apr 1, 2026 | Accounts | 2,758 | 2,679 | decreased by79 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 21 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 392 | 448 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $152,390,327 | $243,201,465 | increased by$90,811,138 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,447 | 2,758 | increased by311 |
| Apr 1, 2022 | Clients | 350 | 392 | increased by42 |
| Apr 1, 2022 | AUM | $120,953,555 | $152,390,327 | increased by$31,436,772 |
| Apr 1, 2022 | Accounts | 559 | 2,447 | increased by1,888 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MD FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MD FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.