James Mehrman (CRD# 5650061) is an Investment Advisor Representative working at Valor Wealth Management LLC in Andover, MN and has over 14 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trailhead Cycling | Champlin, MN | Mar 2017 - Current | 7 |
| Valor Wealth Management LLC | Andover, MN | Oct 2016 - Current | 7 |
| Valor It Deployment Solutions LLC | Andover, MN | Feb 2015 - Current | 9 |
| The Investment Councel LLC | Eau Claire, WI | Aug 2015 - Nov 2016 | 1 |
| Valor Wealth Management | Andover, MN | Dec 2012 - Aug 2015 | 2 |
| Sawtooth Solutions LLC | Minneapolis, MN | Feb 2015 - May 2015 | < 1 |
| Sawtooth Asset Management | Edina, MN | Dec 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- MN
- WI
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$253,171
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN, WI
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