Vestment Financial Llc
- Regulatory AUM
- $304M
- Discretionary
- $304M
- Clients
- 478
- Avg AUM / client
- $637K
- Accounts
- 2,679
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 280 | $57.4M | 18.9% |
| High net worth individuals | 198 | $247M | 81.1% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Katherine Kammerzell Vessenes | Owner/Ceo/Cco | CFP | Aug 2013 (13y) | 75% or more |
| Joshua Bradford Lantz | Chief Investment Officer | Jan 2015 (12y) | Less than 5% | |
| Benjamin Douglas Kirchner | Registered representative | May 2018 (8y) | ||
| Ian David Schneider | Registered representative | Feb 2020 (6y) | ||
| Adam Paul Swanson | Registered representative | Mar 2022 (4y) | ||
| Anders Peter Engbretson | Registered representative | Nov 2023 (3y) | ||
| Benjamin Allen Tuomala | Registered representative | Nov 2023 (3y) | ||
| Kyle Andrew Smith | Registered representative | Feb 2024 (3y) | ||
| Maxwell James Lawrence | Registered representative | CFP | Sep 2024 (2y) | |
| Jesse Ray Sills | Registered representative | CFP | Sep 2024 (2y) | |
| Jonah David Krueger Pellegrom | Registered representative | Aug 2025 (1y) | ||
| Luke Daniel Potter | Registered representative | Apr 2026 (0y) | ||
| Tristen Paul Pieti | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 947 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SUBSCRIPTION-BASED FEE FOR FINANCIAL PLANNING SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $295M (97% of AUM) Jun 2026
- Matrix Trust Company $2.2M (1% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗