Vermillion Financial Advisors, Inc.

Vermillion Financial Advisors, Inc. (CRD# 119239) is a financial advisory firm headquartered in South Barrington, IL. They manage $128,500,000 in 796 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    796
    ACCOUNTS
  • Average Account Value
    $161,432
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, IL, TX

Financial Advisors at Vermillion Financial Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Robert W. Hanson
CRD#: 1876452
16 Executive Court, Suite 3, South Barrington, IL 60010
96
Wealthminder
score

Robert Hanson (CRD# 1876452) is an Investment Advisor Representative working at Vermillion Financial Advisors, Inc. in South Barrington, IL and has over 24 years of experience in the finance industry. Robert Hanson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark S. Laspisa
CRD#: 1600709
16 Executive Court, Suite 3, South Barrington, IL 60010
96
Wealthminder
score

Mark Laspisa (CRD# 1600709) is an Investment Advisor Representative working at Vermillion Financial Advisors, Inc. in South Barrington, IL and has over 24 years of experience in the finance industry. Mark Laspisa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey J. Pearce
CRD#: 1872570
16 Executive Court, Suite 3, South Barrington, IL 60010
96
Wealthminder
score

Jeffrey Pearce (CRD# 1872570) is an Investment Advisor Representative working at Vermillion Financial Advisors, Inc. in South Barrington, IL and has over 24 years of experience in the finance industry. Jeffrey Pearce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Phillip C. Coad
CRD#: 5077774
16 Executive Court, Suite 3, South Barrington, IL 60010
90
Wealthminder
score

Phillip Coad (CRD# 5077774) is an Investment Advisor Representative working at Vermillion Financial Advisors, Inc. in South Barrington, IL and has 1 year of experience in the finance industry. Phillip Coad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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