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Holly K Ostertag

VERMILLION WEALTH MANAGEMENT INC.·ROSEMOUNT, Minnesota
Unclaimed Profile
15040 CANADA AVE. W, ROSEMOUNT, MN 55068CRD# 6853969Firm CRD# 281978
01

About

Holly K Ostertag is a registered financial advisor based in ROSEMOUNT, Minnesota, affiliated with VERMILLION WEALTH MANAGEMENT INC.. 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
03

Firm Overview

Firm
VERMILLION WEALTH MANAGEMENT INC.
VERMILLION WEALTH MANAGEMENT INC.
AUM
$308M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VERMILLION WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6853969
Firm CRD# 281978
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Holly K Ostertag offer?
Holly K Ostertag specializes in Financial Planning, Investment Management. Contact their office in ROSEMOUNT, Minnesota for a consultation.
What are Holly K Ostertag's credentials?
Holly K Ostertag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holly K Ostertag located?
Holly K Ostertag is based in ROSEMOUNT, Minnesota, working with VERMILLION WEALTH MANAGEMENT INC.. Their office serves clients in the ROSEMOUNT metropolitan area and surrounding communities.
How does Holly K Ostertag charge for services?
Holly K Ostertag's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERMILLION WEALTH MANAGEMENT INC.?
VERMILLION WEALTH MANAGEMENT INC. has approximately 4 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROSEMOUNT
James Francis Poepl — VERMILLION WEALTH MANAGEMENT INC.Jacob Michael Poepl — VERMILLION WEALTH MANAGEMENT INC.Matthew John Poepl — VERMILLION WEALTH MANAGEMENT INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
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Research
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