James Erdmann (CRD# 7133732) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 4 years of experience in the finance industry.
CRD# 6559296
Ubs Financial Services Inc.
CRD# 6253732
Isc Financial Advisors
CRD# 5609846
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Vpwm Advisors, LLC | Plymouth, MN | Mar 2021 - Current | 3 |
Vpwm Advisors LLC | Plymouth, MN | Jul 2019 - Current | 4 |
Vpwm Advisors LLC | Plymouth, MN | Jul 2019 - Current | 4 |
Lpl Financial, LLC | Plymouth, MN | Jun 2019 - Current | 4 |
Lpl Financial, LLC | Plymouth, MN | Jun 2019 - Current | 4 |
All Safe Global, Inc. | Wyoming, MN | Apr 2016 - Oct 2020 | 4 |
Thomson Reuters | Eagan, MN | Aug 2018 - Jun 2019 | < 1 |
Mill City Roasters | Minneapolis, MN | Jun 2018 - Jul 2018 | < 1 |
Independent Contractor | Maplewood, MN | Jun 2010 - Apr 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- MN
-
Total Assets Under Management328MILLIONS
-
Total Number of Accounts2,014ACCOUNTS
-
Average Account Value$162,738
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, MI, MN, MT, NC, ND, NE, OH, SC, TX, VA, WA, WI, WY
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