Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Erdmann is a financial advisor in Plymouth, Minnesota with over 10 years of experience in the financial services industry. James is affiliated with Vpwm Advisors, LLC, a firm that provides investment advice to individuals, families, and businesses. James is also registered as an investment advisor representative with the state of Minnesota.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
07/28/2021 - Present
Vpwm Advisors, LLC (PLYMOUTH MN)
BOTH
Issued 02/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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