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About me

Katherine Vessenes is pleased to join the Saliterman and Siefferman team of “of counsel” attorneys. Nationally known as an expert on the legal and ethical issues of financial advisors, Katherine has written three books for the securities industry and spoken at hundreds of events.

 A serial entrepreneur, Katherine used her extensive legal background in the other businesses she owns:

 · Vestment Advisors,, which provides coaching and consulting to the financial services industry.

 · MD Financial,, where she and her team deliver comprehensive financial planning services exclusively for physicians.

 · Vestment Financial,, a firm that assists business owners and successful professional with their investments, financial planning and insurance needs.

 · In addition, she and her husband, Peter, are majority shareholders in a global software company, ProfitSee,, that provides small and medium business owners with the financial analytics that was previously only available to large, multinational businesses.

 Katherine was probably the first attorney/financial advisor to bring ethics training to the securities industry. “Ethics has always been a big part of my core values,” says Katherine. She started the first ethics board when she was still in law school at the University of Denver. Later she was on the Board of Ethics for the Certified Financial Planner® Board of Standards. She created an ethics program for the Institute of Certified Financial Planners and American Express.

 According to Bloomberg Press, “Katherine Vessenes is America’s best known authority on the legal, ethical and compliance issues facing financial advisors.”

 Katherine and her husband Peter, live in Shorewood, MN and Providence, RI, where they have another office. They have three grown children and love to bicycle. She recently took up kettlebells to stay in shape.

 Katherine’s clients will be working with the Saliterman and Siefferman team to provide them up-to-date legal advice on their estate planning, asset protection strategies and business plans.

Katherine Vessenes, JD, CFP®, RFC 
President, Vestment Advisors 
7935 Stone Creek Drive, Suite 120 
Chanhassen, MN 55317 
Fax: 888.394.5339 
Office: 952.401.1045 


Practice areas


  1. Financial Services: 50%
  2. Ethics: 25%
  3. Business: 15%
  4. Estate Planning: 10%


Payment types:

Check, Credit card

Attorney endorsements

1 total 

Are you an attorney? Endorse this lawyer

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    I endorse this lawyer, although my experience with her has been more in the area of financial planning where she really knows her stuff.


    Sheila Cooley
    Relationship: Worked together on matter

Contact info

Vestment Consulting

7935 Stone Creek Dr Ste 120
Chanhassen, MN, 55317-4764


MNAuthorized to practice198807/31/2015
WIGood Standing197603/16/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Work experience
TitleCompany nameDuration
of CounselSaliterman & Siefferman, PC2013 - Present
President, Legal CounselVestment Advisors1991 - Present
Vice President, Legal CounselIDS Mutual Fund Group1989 - 1991
Association namePosition nameDuration
State Bar of WisconsinN/A1976 - Present
Publication nameTitleDate
KaplanBuilding Your Multimillion Dollar Practice2005
Bloomberg PressProtecting Your Practice1997
International Association of Financial PlannersThe Compliance and Liability Handbook1991
School nameMajorDegreeGraduated
College for Financial PlanningFinancial PlanningCFP1989
University of Denver Sturm College of LawLawJD - Juris Doctor1974
University of Denver Sturm College of LawN/ABA - Bachelor of ArtsN/A
Speaking engagements
Conference nameTitleDate
Sales ConferenceIndex Universal Life/Sales and Ethics2013