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James Norman Erdmann

VPWM ADVISORS, LLC·PLYMOUTH, Minnesota
Unclaimed Profile
505 NORTH HIGHWAY 169, PLYMOUTH, MN 55441CRD# 7133732Firm CRD# 167886
01

About

James Norman Erdmann is a registered financial advisor based in PLYMOUTH, Minnesota, affiliated with VPWM ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VPWM ADVISORS, LLC
VPWM ADVISORS, LLC
AUM
$328M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at VPWM ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7133732
Firm CRD# 167886
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Norman Erdmann offer?
James Norman Erdmann specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are James Norman Erdmann's credentials?
James Norman Erdmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Norman Erdmann located?
James Norman Erdmann is based in PLYMOUTH, Minnesota, working with VPWM ADVISORS, LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does James Norman Erdmann charge for services?
James Norman Erdmann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VPWM ADVISORS, LLC?
VPWM ADVISORS, LLC has approximately 12 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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