Jordan Heavens (CRD# 7237525) is an Investment Advisor Representative working at Vermillion Wealth Management Inc. in Rosemount, MN and has 1 year 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 |
|---|---|---|---|
| Vermillion Wealth Management Inc. | Rosemount, MN | Jan 2024 - Current | < 1 |
| Vermillion Wealth Management Inc. | Rosemount, MN | Mar 2020 - Current | 4 |
| Vermillion State Bank | Vermillion, MN | Jun 2016 - Feb 2020 | 3 |
| College Of Saint Benedict | St. Joseph, MN | Sep 2012 - May 2016 | 3 |
| M2 Business Solutions | Eagan, MN | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- MN
-
Total Assets Under Management308MILLIONS
-
Total Number of Accounts1,267ACCOUNTS
-
Average Account Value$243,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MN, WI
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