Holly Ostertag is a control person of Vermillion Wealth Management and directly owns under 5% of it.
Vermillion Wealth Management is an investment adviser based in Rosemount, MN, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $460 million, as filed on 18 June 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6853969
- Firm
- Vermillion Wealth Management · CRD 281978
- Role
- Chief Compliance Officer
- In role since
- January 2022 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Rosemount, MN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Holly Ostertag work?
Holly Ostertag has been Chief Compliance Officer of Vermillion Wealth Management Inc. since January 2022, and is a control person of the firm.
How can I verify Holly Ostertag’s record?
Holly Ostertag’s role is listed on Vermillion Wealth Management Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 281978.