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Katherine K. Vessenes
About Katherine
Biography
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:
Office:
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Minnesota for 37 years
State: Minnesota
Acquired: 1988
No misconduct found
Licensed in Wisconsin for 49 years
State: Wisconsin
Acquired: 1976
No misconduct found
Licensed in Illinois for 51 years
State: Illinois
Acquired: 1974
No misconduct found
Location
Vestment Consulting
7935 Stone Creek Dr Ste 120, Chanhassen, MN, 55317-4764
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Katherine K. Vessenes's Reviews
Avvo Review Score
6 Client Reviews
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Practice Areas
Showing 1 - 5 of 6 reviews
Posted by Kassandra | January 02, 2021 | Hired Attorney | Business
Incredible Service
I've never felt more cared for - her service and expertise is highly regarded - and I feel completely secure in my present and future financial position as a entrepreneur.
Posted by Donna | November 27, 2013
Excellent Choice
Katherine is a true professional. She is knowledgeable, articulate and a great listener. I am happy to have her on my side and would recommend her without hesitation to anyone looking for legal help.
Posted by Theo | November 27, 2013 | Business
Review Katherine K. Vessenes
Katherine Vessenes has offered us excellent counsel on a variety of subjects including wealth management, tax issues and philanthropy. Katherine is very knowledgeable and brings her vast experience and high-energy to the table. I would strongly recommend Katherine and her team to any growing business...
Posted by Paul | November 25, 2013
A Great Financial Advisor!
Katherine genuinely cares about people's financial security. She is great listener, but she also knows the right questions to ask and the steps to take to guide you in the right direction. I've found her to be a person of absolute integrity, someone you can trust with your important decisions. She...
Posted by Brett | November 21, 2013
Excellent advisor and attorney
I have worked with Katherine in representing joint clients in very complex settings. She draws on her vast experience and knowledge to provide very thoughtful and practical strategic advice. Her unique blend of experience and broad knowledgebase make her an invaluable advisor to any client.
Katherine Vessenes
Replied last November 22, 2013Thanks, Brett!
Katherine K. Vessenes's Lawyer Endorsements
Sheila Cooley
Financial markets and services lawyer | Jan 29
Relationship: Worked together on matter
"I endorse this lawyer, although my experience with her has been more in the area of financial planning where she really knows her stuff."
Brett Larson
Business lawyer
Experience
Work Experience
2013 - Present
of Counsel, Saliterman & Siefferman, PC
1991 - Present
President, Legal Counsel, Vestment Advisors
1989 - 1991
Vice President, Legal Counsel, IDS Mutual Fund Group
Associations
1976 - Present
State Bar of Wisconsin
Education
1989
College for Financial Planning
CFP
1974
University of Denver
JD - Juris Doctor
N/A
University of Denver
BA - Bachelor of Arts
Speaking Engagements
2013
Sales Conference
Index Universal Life/Sales and Ethics
Publications
2005
Kaplan
Building Your Multimillion Dollar Practice
1997
Bloomberg Press
Protecting Your Practice
1991
International Association of Financial Planners
The Compliance and Liability Handbook
Languages
English
Activity
Legal Answers