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MD FINANCIAL ADVISORS / VESTMENT FINANCIAL

CHANHASSEN, MN · CRD 168771 · IAPD ↗ · music.amazon.com · (888) 256-6855

$304.3MRegulatory AUM
11Advisory reps
20Employees
43Clients
251-500Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — MD FINANCIAL ADVISORS / VESTMENT FINANCIAL notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2026 — MD FINANCIAL ADVISORS / VESTMENT FINANCIAL notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — MD FINANCIAL ADVISORS / VESTMENT FINANCIAL added office(s): 13 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — MD FINANCIAL ADVISORS / VESTMENT FINANCIAL reported RAUM up 25% ($243.2M -> $304.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — MD FINANCIAL ADVISORS / VESTMENT FINANCIAL added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
August 2025 — MD FINANCIAL ADVISORS / VESTMENT FINANCIAL notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — MD FINANCIAL ADVISORS / VESTMENT FINANCIAL added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2025 — MD FINANCIAL ADVISORS / VESTMENT FINANCIAL changed its website from podcasts.google.com to mdfinancialadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2025 — MD FINANCIAL ADVISORS / VESTMENT FINANCIAL added office(s): 0 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — MD FINANCIAL / VESTMENT FINANCIAL is now doing business as MD FINANCIAL ADVISORS / VESTMENT FINANCIAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
72
April 2025 — MD FINANCIAL ADVISORS / VESTMENT FINANCIAL grew from 4 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
March 2025 — MD FINANCIAL / VESTMENT FINANCIAL notice-filed in NM, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2024 — MD FINANCIAL / VESTMENT FINANCIAL notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — MD FINANCIAL / VESTMENT FINANCIAL reported RAUM up 30% ($163.7M -> $213.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.