VERMILLION WEALTH MANAGEMENT INC.

ROSEMOUNT, Minnesota·5 registered advisors·CRD# 281978
SEC# 801-1074500651-480-4601
01

Firm Overview

AUM
$308M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VERMILLION WEALTH MANAGEMENT INC.

5 registered advisors
Andrew Michael Lucking
VERMILLION, Minnesota
Holly K Ostertag
ROSEMOUNT, Minnesota
Jacob Michael Poepl
ROSEMOUNT, Minnesota
James Francis Poepl
ROSEMOUNT, Minnesota
Matthew John Poepl
ROSEMOUNT, Minnesota
05

Office Locations

ROSEMOUNT, Minnesota
4 advisors
VERMILLION, Minnesota
1 advisor

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Data sourced from SEC Form ADV filings. VERMILLION WEALTH MANAGEMENT INC. (CRD# 281978) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.