Tristen Paul Pieti
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 FinancialMay 2026 to now
- Md Financial / Vestment FinancialMay 2025 to now
- Minnesota State UniversityAug 2024 to May 2025
- Carlson Capital ManagementMay 2024 to Aug 2024
- Minnesota State UniversityAug 2023 to May 2024
- Graham MovingJun 2023 to Aug 2023
- Ridgewater Community CollegeAug 2022 to May 2023
- Dura SupremeJun 2022 to Aug 2022
- WalmartJun 2021 to May 2022
- Dassel-cokato High SchoolSep 2017 to Jun 2021
- Dassel-cokato Middle SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8242743
- Firm CRD
- 168771