Katherine Kammerzell Vessenes

Current Employers

Employment History

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

Previous Registrations

• 2013-09-25 → 2014-12-31
  Md Financial Advisors / Vestment Financial
  Chanhassen, MN
• 2013-01-29 → 2013-10-22
  Cetera Advisors Llc
  Greenwood Village, CO
  Providence, RI
  Chanhassen, MN
• 2010-10-04 → 2011-03-31
  Larson Financial Group, Llc
  Chanhassen, MN
  Saint Louis, MO
• 2009-05-13 → 2010-12-17
  Fortitude Advisory Group L.L.C.
  Chanhassen, MN
  Gig Harbor, WA
• 2009-01-22 → 2009-05-22
  Qa3 Financial Llc
  Chanhassen, MN
  Omaha, NE

Other Businesses

(1.) NAME OF OBA: MARSH POINTE HOMEOWNERS ASSOCIATION; ADDRESS OF OBA: SHOREWOOD, MN 55331; NATURE: HOME OWNERS' ASSOCIATION; INVESTMENT RELATED: NO; TITLE WITH OBA: EXECUTIVE COMMITTEE, MEMBER AT LARGE; DUTIES: PART OF THE TEAM THAT MANAGES HOA; START DATE: 11/2023; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: MESSERLI AND KRAMER; ADDRESS OF OBA: MINNEAPOLIS, MN 55402; NATURE: LAW FIRM; INVESTMENT RELATED: NO; TITLE WITH OBA: OF COUNSEL; DUTIES: SOME LEGAL WORK FOR CLIENTS REFERRED TO THE FIRM; START DATE: 2018; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: VESTMENT SERVICES; ADDRESS OF OBA: CHANHASSEN, MN 55317; NATURE: LLC THAT OWNS OUR OFFICE BUILDING; INVESTMENT RELATED: NO; TITLE WITH OBA: 50% OWNER; DUTIES: REVIEW BALANCE SHEET AND CASH FLOW STATEMENT, OVERSEE BILL PAYMENT, PREP INFORMATION FOR TAXES, GENERAL RE MANAGEMENT, GENERAL LANDLORD DUTIES; START DATE: 10/01/2007; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: VESTMENT ADVISORS; ADDRESS OF OBA: EXCELSIOR, MN 55331; NATURE: C CORP THAT DOES MANAGEMENT COACHING AND CONSULTING; INVESTMENT RELATED: NO; TITLE WITH OBA: 50% OWNER; DUTIES: REVIEW CASH FLOW, REVIEW BALANCE SHEET, OVERSEE PAYMENT OF BILLS, PREP INFORMATION FOR TAXES, OCCASIONALLY PROVIDING CONSULTING OR COACHING SERVICES; START DATE: 08/2013; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (5.) NAME OF OBA: RENTAL PROPERTY; ADDRESS OF OBA: PROVIDENCE, RI 02903; NATURE: RENTAL PROPERTY; INVESTMENT RELATED: NO; TITLE WITH OBA: 50% OWNER; DUTIES: REVIEW BALANCE SHEET AND CASH FLOW STATEMENT, OVERSEE BILL PAYMENT, PREP INFORMATION FOR TAXES, GENERAL RE MANAGEMENT, GENERAL LANDLORD DUTIES; START DATE: 11/15/2018; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (6.) NAME OF OBA: TRUST BENEFICIARY; ADDRESS OF OBA: DENVER, CO 80210; NATURE: TESTAMENTARY TRUST; INVESTMENT RELATED: NO; TITLE WITH OBA: 50% BENEFICIARY; DUTIES: NONE; START DATE: 11/01/2004; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (7.) NAME OF OBA: BAR ASSOCIATIONS; ADDRESS OF OBA: ST. PAUL, MN 55101 AND MADISON, WI 53718; NATURE: BAR ASSOCIATIONS; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER OF MN BAR AND WI BAR ASSOCIATIONS; DUTIES: MEMBER; START DATE: 10/01/1977; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2001-02-28
• S63 Uniform Securities Agent State Law Examination
  1985-01-16

Designations

Other Names

• Katherine Kammerezell Vessenes
• Katie Vessenes
• Katherine Louise Kammerzell