MD FINANCIAL ADVISORS / VESTMENT FINANCIAL

Legal name: VESTMENT FINANCIAL LLC

CRD 168771File 801-116812

APPROVED

Retail clients

Custody

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$304.3M

Below cohort median (national)

Discretionary AUM

$304.3M

Clients

478

2,679 accounts

Employees

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
Website: http://mdfinancialadvisors.com

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.