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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 2024-02-07
  • TX RA
    APPROVED
    Since 2025-02-27
  • MN RA
    APPROVED
    Since 2024-02-07

Branch Locations

Chaska, 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
Md Financial / Vestment Financial Chanhassen MN 03/2023 Present
Northwestern Mutual St. Cloud MN 06/2022 02/2023
Litchfield High School Litchfield MN 09/2015 05/2019
University Of Minnesota Duluth Duluth MN 08/2019 12/2022
  • 03/2023 → Present
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 06/2022 → 02/2023
    Northwestern Mutual
    St. Cloud, MN
  • 09/2015 → 05/2019
    Litchfield High School
    Litchfield, MN
  • 08/2019 → 12/2022
    University Of Minnesota Duluth
    Duluth, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-07
  • S65 Uniform Investment Adviser Law Examination
    2024-02-07
Other Names
  • Kyle Smith

View on SEC IAPD

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