TrueAdvisor
TrueAdvisor
KS
KS
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
MD Financial Advisors / Vestment Financial
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

Location

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

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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.

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Employment History
Current Registrations
MD Financial Advisors / Vestment Financial
February 2024 - Present · 2 yrs
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.