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
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