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 Rosemount, MN and has over 18 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
Wells Fargo Clearing Services, LLC
|Vermillion Insurance Agency||Vermillion, MN||Jan 2017 - Current||5|
|Vermillion Wealth Management Inc.||Rosemount, MN||Jan 2016 - Current||6|
|Vermillion State Bank||Hastings, MN||May 1994 - Current||28|
|Securities America, Inc.||Rosemount, MN||Sep 2017 - Sep 2021||4|
|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 Management260MILLIONS
Total Number of Accounts1,149ACCOUNTS
Average Account Value$226,629
- 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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