Best Investors Account Sign in
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 2023-11-15
  • TX RA
    APPROVED
    Since 2025-02-27
  • MN RA
    APPROVED
    Since 2023-11-15

Branch Locations

Hermantown, 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 05/2023 Present
The Ras Corp Chaska MN 06/2017 01/2018
State Farm - Dwight Mack Chaska MN 06/2022 08/2022
University Of Minnesota Duluth / Labovitz School Of Business Duluth MN 01/2023 05/2023
Connections Academy Minnesota St. Paul MN 01/2016 06/2019
University Of Minnesota Duluth Duluth MN 09/2019 05/2023
  • 05/2023 → Present
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 06/2017 → 01/2018
    The Ras Corp
    Chaska, MN
  • 06/2022 → 08/2022
    State Farm - Dwight Mack
    Chaska, MN
  • 01/2023 → 05/2023
    University Of Minnesota Duluth / Labovitz School Of Business
    Duluth, MN
  • 01/2016 → 06/2019
    Connections Academy Minnesota
    St. Paul, MN
  • 09/2019 → 05/2023
    University Of Minnesota Duluth
    Duluth, MN
Other Businesses

NAME OF OBA: PROLIFIC ACADEMIC AND CLOUDRESEARCH CONNECT; ADDRESS OF OBA: VICTORIA, MN 55386; NATURE: FREELANCE RESEARCH STUDIES; INVESTMENT RELATED: NO; TITLE WITH OBA: PARTICIPANT; DUTIES: PARTICIPATE IN RESEARCH STUDIES (SURVEYS) ON A FREELANCE BASIS; START DATE: 07/22/2024; APPROX. NUMBER OF HOURS/MONTH: 20-30; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0-5

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-15
  • S65 Uniform Investment Adviser Law Examination
    2023-11-15

View on SEC IAPD

More in Hermantown, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor