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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
MN RA APPROVED 2026-05-18
TX RA APPROVED 2026-05-18
  • MN RA
    APPROVED
    Since 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-18

Branch Locations

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

Minnetonka, 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 05/2025 Present
Dassel-Cokato Middle School Cokato MN 09/2013 06/2017
Dassel-Cokato High School Cokato MN 09/2017 06/2021
Walmart Litchfield MN 06/2021 05/2022
Dura Supreme Howard Lake MN 06/2022 08/2022
Ridgewater Community College Hutchinson MN 08/2022 05/2023
Graham Moving Silver Lake MN 06/2023 08/2023
Minnesota State University Mankato MN 08/2023 05/2024
Carlson Capital Management Bloomington MN 05/2024 08/2024
Minnesota State University Mankato MN 08/2024 05/2025
  • 05/2025 → Present
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 09/2013 → 06/2017
    Dassel-Cokato Middle School
    Cokato, MN
  • 09/2017 → 06/2021
    Dassel-Cokato High School
    Cokato, MN
  • 06/2021 → 05/2022
    Walmart
    Litchfield, MN
  • 06/2022 → 08/2022
    Dura Supreme
    Howard Lake, MN
  • 08/2022 → 05/2023
    Ridgewater Community College
    Hutchinson, MN
  • 06/2023 → 08/2023
    Graham Moving
    Silver Lake, MN
  • 08/2023 → 05/2024
    Minnesota State University
    Mankato, MN
  • 05/2024 → 08/2024
    Carlson Capital Management
    Bloomington, MN
  • 08/2024 → 05/2025
    Minnesota State University
    Mankato, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-18
  • S65 Uniform Investment Adviser Law Examination
    2026-05-18

View on SEC IAPD

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