KV
CFP
KV
CFP

Katherine Kammerzell Vessenes

15 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
448 clients
Average Client Portfolio
$543K average
Assets Under Management
$243.2M

Fee Structure

Minimum Investment:None
Loading...

Location

7935 Stone Creek Drive, Suite 120, Chanhassen, MN, 55317

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Katherine is involved in several outside business activities, including being on the executive committee of a homeowner's association, working as 'of counsel' for a law firm, and owning a percentage of an LLC that owns their office building. She also co-owns a management coaching and consulting C corp, rental property, is a trust beneficiary, and a member of bar associations.

Employment History
Current Registrations
MD Financial Advisors / Vestment Financial
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
MD Financial / Vestment Financial
September 2013 - December 2014 · 1 yr 3 mos
Cetera Advisors LLC
January 2013 - October 2013 · 9 mos
Larson Financial Group, LLC
October 2010 - March 2011 · 5 mos
Summitalliance Advisors, L.L.C.
May 2009 - December 2010 · 1 yr 7 mos
Qa3 Financial LLC
January 2009 - May 2009 · 4 mos
State Registrations5 states
AZMNNMRITX
Advisor
Exams
No exam information available for this advisor.