Vermillion Wealth Management Inc.

James Poepl is a financial advisor with Vermillion Wealth Management Inc. in Rosemount, MN, holding a Series 66 designation and 21 years of industry experience. He has worked at Securities America, Inc. and has been involved with Vermillion Wealth Management since 2016. Outside of his advisory role, he owns Vermillion Insurance Agency and serves as a board member, owner, and loan officer at Vermillion State Bank. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using documented investment policy statements and a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Max Mataya is a financial advisor with Vermillion Wealth Management Inc. in Rosemount, MN, holding a Series 65 designation and one year of industry experience. Prior to joining Vermillion Wealth Management, he worked at Gradient Advisors, LLC, Case Central, LLC, and U.S. Bank. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using documented investment policy statements and a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Craig Dock is a CFP® and holds a Series 66 license with 19 years of experience in the financial services industry. He has worked at Vermillion Wealth Management, Inc. since 2019 and previously held roles at Securities America, Inc., Cetera Investment Services LLC, Vermillion State Bank, Cetera Investment Advisors, and Scottrade, Inc. Vermillion Wealth Management provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with ongoing monitoring, rebalancing, and tax-loss harvesting as part of its service approach.

Nicholas Famularo is a CFP® and Series 66-registered financial advisor with seven years of industry experience. He is currently with Vermillion Wealth Management Inc. and has previously worked at firms including Abbey Street, Northwestern Mutual Investment Services LLC, and Morgan Stanley. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Jordan Heavens is a financial advisor at Vermillion Wealth Management Inc. in Rosemount, MN, holding a Series 65 credential with two years of industry experience. Prior to joining Vermillion Wealth Management, he worked at Vermillion State Bank and the College of Saint Benedict. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.