A complete list of active advisors currently associated with Vermillion Wealth Management Inc.

Warmer can help you find a great advisor at Vermillion Wealth Management Inc. or one who fits your needs even better.

Vermillion Wealth Management provides discretionary asset management, one‑time and ongoing financial planning, and ERISA retirement‑plan advisory services to individuals, high‑net‑worth clients, trusts, estates and institutional accounts. The firm reports approximately $460 million in discretionary assets under management and serves about 706 clients through a five‑advisor team. Investment decisions are guided by client‑specific investment policy statements and a mix of fundamental, technical and cyclical analysis, with ongoing portfolio monitoring, rebalancing and tax‑loss harvesting. The firm recently added participation in initial public offerings (IPOs) to its stated strategies and documents client objectives and risk tolerance to tailor portfolios. Vermillion is notable for its ownership links to Vermillion State Bank and Vermillion Insurance Agency—an ownership structure the firm discloses and manages as a potential conflict of interest—and for sponsoring a wrap fee program, a less common arrangement among similar teams. The firm’s client base relative to team size (roughly 706 clients across five advisors) and its bank/insurance affiliations distinguish its operating model from many peers and are addressed in its disclosures and fiduciary procedures.

To learn more about the advisors currently working at Vermillion Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Craig Dock	Rosemount, MN	20
Nicholas Famularo	Rosemount, MN	8
Max Mataya	Rosemount, MN	2
James Poepl	Rosemount, MN	22

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