Benjamin
Tuomala

Md Financial / Vestment Financial

CRD#7826476
Investment Advisor
in Chanhassen, MN

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About this Advisor

Benjamin Tuomala is a financial advisor based in Chanhassen, Minnesota, working with Md Financial / Vestment Financial. Benjamin has previously held positions at Md Financial / Vestment Financial, The Ras Corp, State Farm - Dwight Mack, and the University Of Minnesota Duluth / Labovitz School Of Business. Benjamin has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Benjamin is part of Md Financial / Vestment Financial, which operates out of Chanhassen, Minnesota. The firm has 9 employees and manages assets totaling $213.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Md Financial / Vestment Financial includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7935 Stone Creek Drive, Suite 120
Chanhassen, MN 55317

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Md Financial / Vestment Financial Brokerage Details

Total Assets Under Management

$213,412,385

MN Average: $5,289,111,388
Total Number of Employees

9

MN Average: 157
Total Number of Accounts

2,334

MN Average: 8,262
Average Account Size

$91,436

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Benjamin Tuomala Work History

2023 - Present (1 year)

Md Financial / Vestment Financial

2023 - 2023 (< 1 year)

University Of Minnesota Duluth / Labovitz School Of Business

2022 - 2022 (< 1 year)

State Farm - Dwight Mack

2017 - 2018 (1 year)

The Ras Corp

2013 - 2023 (10 years)

N/A

Disclosures

Please visit the SEC profile of Benjamin Tuomala to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Md Financial / Vestment Financial

Benjamin Kirchner
Chanhassen, MN
Joshua Lantz
Chanhassen, MN
Benjamin Tuomala
Chanhassen, MN
Graham Burke
Chanhassen, MN
Anders Engebretson
Chanhassen, MN
Adam Swanson
Chanhassen, MN
Kyle Smith
Chanhassen, MN
Ian Schneider
Chanhassen, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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