James Francis Poepl
Investment adviser representative at Vermillion Wealth Management Inc.
32 yearsExperience
1 stateRegistered in
$459.9MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Vermillion Insurance AgencyJan 2017 to now
- Vermillion Wealth Management Inc.Jan 2016 to now
- Vermillion State BankMay 1994 to now
- Securities America, Inc.Sep 2017 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MN).
Vermillion Wealth Management Inc.
$459.9MAssets managed
706Clients
4Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4789770
- Firm CRD
- 281978