James PoeplCRD Number: 4789770
Current Firm: Vermillion Wealth Management Inc.
James Poepl (CRD# 4789770) is an Investment Advisor Representative working at Vermillion Wealth Management Inc. in Vermillion, MN and has over 14 years of experience in the finance industry.
Brown Wealth Management, LLC
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Securities America, Inc.||Vermillion, MN||Sep 2017 - Current||< 1|
|Vermillion Insurance Agency||Vermillion, MN||Jan 2017 - Current||1|
|Vermillion Wealth Management Inc.||Vermillion, MN||Jan 2016 - Current||2|
|Vermillion State Bank||Hastings, MN||May 1994 - Current||24|
|Cetera Investment Advisers, LLC||Vermillion, MN||Jan 2014 - Dec 2015||1|
|Cetera Investment Services LLC||St. Cloud, MN||Apr 2004 - Dec 2015||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2004|
Total Assets Under Management163MILLIONS
Total Number of Accounts689ACCOUNTS
Average Account Value$236,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MN, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.