Joshua Bradford Lantz

Employer firm

Md Financial Advisors / Vestment Financial CRD 168771

$304M regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → Present
  Md Financial / Vestment Financial
  Chanhassen, MN

Previous Registrations

• 2013-09-30 → 2014-12-31
  Md Financial Advisors / Vestment Financial
  Chanhassen, MN
• 2010-10-20 → 2011-05-09
  Larson Financial Group, Llc
  Edina, MN
  Saint Louis, MO

Other Businesses

NAME OF OBA: CONSULTING; ADDRESS OF OBA: CORCORAN, MN 55340; NATURE: CONSULTING SURVEYS DONE ONLINE; INVESTMENT RELATED: YES; TITLE WITH OBA: CONSULTANT; DUTIES: ANSWER SURVEYS FOR FINANCIAL SERVICES; START DATE: 01/01/2024; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2008-03-12

Other Names

• Josh Bradford Lantz