James Poepl, financial advisor Vermillion MN
93 score

James Poepl

CRD 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.

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Company Name Location Dates Years
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
Contact Info for James F. Poepl
Phone Number: 651-437-4433
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    689
    ACCOUNTS
  • Average Account Value
    $236,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, MN, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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