AdFi
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Vermillion Wealth Management Inc.

SEC Registered

Navigating Wealth Together

Assets Under Management
$100M–$500M
Office Locations
1 office
Total Accounts
1530

About the firm

Vermillion Wealth Management is a registered investment advisory firm located within Vermillion State Bank. As a registered investment advisor, the firm has a fiduciary duty to act in clients' best interests. The team takes a collaborative approach to wealth management, crafting personalized strategies that grow and protect client wealth.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Areas of expertise

Financial PlanningInvestment ManagementRetirement PlanningEstate PlanningCollege Education PlanningAsset ProtectionCash Flow PlanningPhilanthropic PlanningBusiness PlanningInsurance PlanningTax Planning+1 more

Services

The firm offers financial planning, business planning, and insurance planning. Financial planning services include investment management and recommendations, retirement planning, college education planning, estate planning, asset and income protection planning, cash flow planning, and philanthropic planning.

Retirement PlanningInvestment ManagementFinancial PlanningEstate PlanningInsuranceCollege PlanningCharitable GivingBusiness PlanningWealth ManagementCash Flow Planning

Leadership

James Francis Poepl
OWNER/PRESIDENT
Jacob Michael Poepl
OWNER
Matthew John Poepl
OWNER
Holly K Ostertag
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
MN
RosemountHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#281978
SEC Number
801-107450
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee

Data as of June 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vermillion Wealth Management Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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