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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 2025-02-27
MN RA APPROVED 2024-09-30
  • TX RA
    APPROVED
    Since 2025-02-27
  • MN RA
    APPROVED
    Since 2024-09-30

Branch Locations

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

Mound, MN • 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
Md Financial / Vestment Financial Chanhassen MN 09/2023 Present
Md Financial / Vestment Financial Chanhassen MN 05/2023 09/2023
Spring Lake Park High School Spring Lake Park MN 09/2016 06/2020
Md Financial / Vestment Financial Chanhassen MN 05/2022 08/2022
University Of Minnesota Duluth Duluth MN 08/2020 12/2023
Unemployed Blaine MN 06/2020 05/2022
Unemployed Blaine MN 08/2022 05/2023
Unemployed Blaine MN 05/2016 09/2016
  • 09/2023 → Present
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 05/2023 → 09/2023
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 09/2016 → 06/2020
    Spring Lake Park High School
    Spring Lake Park, MN
  • 05/2022 → 08/2022
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 08/2020 → 12/2023
    University Of Minnesota Duluth
    Duluth, MN
  • 06/2020 → 05/2022
    Unemployed
    Blaine, MN
  • 08/2022 → 05/2023
    Unemployed
    Blaine, MN
  • 05/2016 → 09/2016
    Unemployed
    Blaine, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-30
  • S65 Uniform Investment Adviser Law Examination
    2024-09-30
Designations

View on SEC IAPD

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