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Craig Edward Dock

Advisor at Vermillion Wealth Management Inc. — Rosemount, MN

Updated today

Credentials

CFP®, Series 66

Experience

20 years

Location

Rosemount, MN 55068

Vermillion Wealth Management Inc. logo

Vermillion Wealth Management Inc.

Supported

Total advisors

4

Clients per advisor

177 Very High

Avg AUM per client

$651,387 Typical

HNW client ratio

2% Very Low

About

Craig Dock is a CFP® with 20 years of industry experience, currently serving as an advisor at Vermillion Wealth Management Inc. since 2019. His prior experience includes roles at Securities America, Inc., Cetera Investment Services LLC, and Vermillion State Bank. Vermillion Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a client-specific investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its ownership ties to Vermillion State Bank and Vermillion Insurance Agency.

Client services

Based on Vermillion Wealth Management Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on Vermillion Wealth Management Inc.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Tax-loss harvesting

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Fee options

Fixed

Financial Planning Services flat fee between $1,000 and $5,000; One time planning fee based on complexity and client needs; waiver possible if plan implemented through firm.

Percentage

$0 - $999,999: 1.00% annually $1,000,000+: 0.75% annually

Subscriptions

Ongoing financial planning quarterly fixed fee between $200 and $1,000

Location

Rosemount, MN

15040 Canada Ave. W

Rosemount MN 55068

Advisors at this office

4

Most active in

Minnesota · Texas

Work history

20 years of industry experience

Vermillion Wealth Management, Inc.

2019 - Present • 7 years

Rosemount, MN

SECURITIES AMERICA, inc.

2017 - 2021 • 4 years

Rosemount, MN

Cetera Investment Services Llc

2016 - 2017 • 1 year

St.Cloud, MN

Vermillion State Bank

2016 - 2017 • 1 year

Rosemount, MN

Cetera Investment Advisors

2016 - 2016 • 1 year

Inver Grove Heights, MN

UnEMPLOYED

2016 - 2016 • 1 year

Minneapolis, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Adam D

CFP®

Lakeville, MN

PairOne Private Wealth

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based

Michael B

CFP®, Series 66

Eagan, MN

LPL Financial

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Retired Career Changers
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Aimee Hatlestad is a CFP® with 12 years of industry experience and is the principal advisor at The Hatlestad Group. She previously worked at Bond & Devick Wealth Partners and Bgm Trunorth Wealth Partners, Llc. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and fiduciary entities. The firm employs a variety of analytical methods to tailor portfolios to client objectives and risk tolerance, offering both discretionary and non-discretionary services.

Debt management Cash flow / budgeting Equity compensation tax strategy
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Bradley H

Series 65, Series 63

Savage, MN

Sword and Shield Solutions LLC

Bradley Hesselberg is an investment advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Gradient Investments, LLC and Gradient Wealth Management, among other firms. Outside of advisory services, he is a licensed insurance agent. Sword and Shield Solutions is a single-advisor independent firm offering non-discretionary asset management and financial planning services. The firm employs client-approved strategies including fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for portions of client portfolios.

General retirement planning Income planning Tax strategies for small businesses Active portfolio management
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Kevin B

Series 66

Bloomington, MN

KMB Wealth Management, LLC

Kevin Boyd is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at UBS Financial Services, Inc. for 10 years before founding KMB Wealth Management, LLC in 2020. The firm provides investment advisory services to individuals, high-net-worth individuals, and small businesses through a wrap fee investment program that combines financial planning, portfolio management, and brokerage transactional services. KMB Wealth Management employs a Core + Satellite investment approach, blending indexed funds with actively managed positions, and integrates comprehensive financial planning tailored to client objectives.

Cash flow / budgeting Debt management Retirement withdrawal strategies College savings (529s, UTMA, etc.) Divorce financial planning
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Dalton P

Series 65, Series 63

South Minneapolis, MN

Bluenose Wealth LLC

Dalton Pierce is the sole advisor at Bluenose Wealth LLC in South Minneapolis, MN. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to founding Bluenose Wealth, Pierce worked with Northwestern Mutual in various capacities from 2024 to 2026. He also served six years in the U.S. Navy and has been associated with the University of Minnesota since 2023. Bluenose Wealth serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, primarily using a passive investment approach with index mutual funds and ETFs. The firm provides tailored financial plans covering retirement, tax, estate, business, and insurance matters.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting General estate planning guidance
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