James Poepl, financial advisor Rosemount MN

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 Rosemount, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for James F. Poepl
Phone Number: 651-480-4601
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    260
    MILLIONS
  • Total Number of Accounts
    1,149
    ACCOUNTS
  • Average Account Value
    $226,629
Compensation Options
  • A percentage of assets under your management
  • 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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