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Ian David Schneider

Md Financial Advisors / Vestment Financial

Watertown, MN

Chanhassen, MN

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Current Employers
Md Financial Advisors / Vestment Financial

7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-27
MN RA APPROVED 2020-02-24
  • TX RA
    APPROVED_RES
    Since 2025-02-27
  • MN RA
    APPROVED
    Since 2020-02-24

Branch Locations

Watertown, MN • United States

7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Minnesota Duluth Duluth MN 09/2015 05/2019
Md Financial / Vestment Financial Chanhassen MN 07/2019 Present
  • 09/2015 → 05/2019
    University Of Minnesota Duluth
    Duluth, MN
  • 07/2019 → Present
    Md Financial / Vestment Financial
    Chanhassen, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-22
  • S65 Uniform Investment Adviser Law Examination
    2020-02-22

View on SEC IAPD

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