MD Financial (US) Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

MD Financial's Team of experts provides independent, specialized financial solutions exclusively for doctors. As their personal CFO, we help busy physicians and dentists simplify complex financial affairs, build wealth, and protect their financial future.

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where MD Financial Advisors can help. We can offer professional financial security advice to help you choose only those products that meet your current and future goals.

MD Financial Advisors aims to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, we draw on a specialized suite of products and services to find those that address your unique situation.



Investment advisor offering Investment Advisory services through Vestment Financial / MD Financial.

Although Vestment Financial / MD Financial, is registered in various states, the firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve rendering of personalized investment advice for compensation will not be made without registration or exemption.

Find MD Financial (US) employees' phone numbers or email addresses

MD Financial (US) Global Highlights

Location
Employees

North America
39

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  • United States Of America
    36
  • Canada
    3

Africa
1

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  • South Africa
    1

MD Financial (US)'s Leadership

  • Stylized image of a person
    J. L.
    Chief Investment Officer & Financial Advisor
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  • Stylized image of a person
    K. V.
    President And Financial Advisor
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  • Stylized image of a person
    A. M.
    Executive Vice President
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  • Stylized image of a person
    K. B.
    Office Director
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  • Stylized image of a person
    G. B.
    Trader / Client Service Manager
    Phone icon
  • Stylized image of a person
    A. S.
    Client Service Manager
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  • Stylized image of a person
    C. M.
    Client Service Manager Supervisor
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  • Stylized image of a person
    A. S.
    Client Service Manager
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Contact profiles from MD Financial (US)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L.
    Chief Investment Officer & Financial Advisor
    Phone icon
    United StatesMinnesota
    Nov 17, 2025
  • Stylized image of a person
    K. V.
    President And Financial Advisor
    Phone icon
    United StatesMinnesota
    Oct 23, 2025
  • Stylized image of a person
    A. M.
    Executive Vice President
    Phone icon
    United StatesMinnesota
    Aug 22, 2025
  • Stylized image of a person
    K. B.
    Office Director
    Phone icon
    United StatesMinnesota
    Oct 19, 2025
  • Stylized image of a person
    G. B.
    Trader / Client Service Manager
    Phone icon
    United StatesMinnesota
    Aug 10, 2025
  • Stylized image of a person
    A. S.
    Client Service Manager
    Phone icon
    United StatesMinnesota
    Sep 10, 2025
  • Stylized image of a person
    C. M.
    Client Service Manager Supervisor
    Phone icon
    United StatesMinnesota
    Oct 20, 2025
  • Stylized image of a person
    A. S.
    Client Service Manager
    Phone icon
    United StatesMinnesota
    Oct 22, 2024
  • Stylized image of a person
    A. P.
    Client Service Manager
    Phone icon
    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    T. J.
    Office General Manager
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is MD Financial (US) known for?

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MD Financial (US) was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 7935 Stone Creek Drive, Suite 120; you can contact the main corporate office by phone at . Explore MD Financial (US)'s company overview page for more information.

What is MD Financial (US)'s most common email format?

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MD Financial (US) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more MD Financial (US) email formats with LeadIQ.

How many employees does MD Financial (US) have currently?

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MD Financial (US) has approximately 22 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are MD Financial (US)'s key employees and leadership?

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As of December 2025, MD Financial (US)'s key employees include:

  • Chief Investment Officer & Financial Advisor: J. L.
  • President And Financial Advisor: K. V.
  • Executive Vice President: A. M.
  • Office Director: K. B.
  • Trader / Client Service Manager: G. B.

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