Kyle Andrew Smith
Investment adviser representative at Md Financial Advisors / Vestment Financial
11 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
11 years in the industry.
- Md Financial Advisors / Vestment FinancialFeb 2024 to now
- Md Financial / Vestment FinancialMar 2023 to now
- Northwestern MutualJun 2022 to Feb 2023
- University of Minnesota DuluthAug 2019 to Dec 2022
- Litchfield High SchoolSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7461304
- Firm CRD
- 168771