DFX Intelligence

M• F•••••••• A••••••• • V••••••• F••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

M• F•••••••• A••••••• • V••••••• F••••••••

V••••••• FINANCIAL LLC, CRD 168771

CHANHASSEN, MN

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Search this name across graphsid dfx:ria:d783d233-f273-4e91-0a8b-68483bda1a03

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 8
On other graphs: 0
Observed: May 19, 2019 to Sep 2, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $304M••• Locked
Discretionary RAUM: $304M
Private client RAUM: $304Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $23.4Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
K•••••••• K••••••••• V•••••••	Certified Financial Planner	CHANHASSEN, MN \| J••••TOWN, RI \| SURPRISE, AZ	11	41	5	no
J••••• B••••••• L••••	n/a	CORCORAN, MN \| CHANHASSEN, MN	11	18

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
V•••••••• K••••••••• K•••••••••	OWNER/CEO/CCO	E	yes	08/2013	May 19, 2019	Aug 20, 2024
L••••• J•••••• B•••••••	CHIEF INV••••••• OFFICER	Na	no	05/2019	May 19, 2019	Aug 20, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$304M	$243M	25.1%	$164M	22.9%	20	21	14	11

Relationships

Registered with (20)

← T•••••• P••• P••••Advisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← L••• D••••• P•••••Advisorregistration: current employment
Apr 13, 2026 to presentfactForm ADV
← J•••• D•••• K•••••• P••••••••Advisorregistration: current employment
Aug 5, 2025 to presentfactForm ADV
← J•••• R•• S••••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 2, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
Sep 2, 2026
Ria majority owner change
••• Locked
Form ADVobserved today
Occurred
Sep 2, 2026
Ria ownership band change
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d783d233-f273-4e91-0a8b-68483bda1a03
First observed: May 19, 2019
Last observed: Sep 2, 2026 21 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.