Joshua Bradford Lantz
Investment adviser representative at Md Financial Advisors / Vestment Financial
13 yearsExperience
2 statesRegistered in
$304.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Md Financial Advisors / Vestment FinancialJan 2015 to now
- Md Financial / Vestment FinancialAug 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Md Financial Advisors / Vestment Financial
Legal name: Vestment Financial LLC
$304.3MAssets managed
478Clients
13Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4974172
- Firm CRD
- 168771