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James Erdmann Email & Phone Number

Compliance Manager at Vantage Point Wealth Management
Location: Minneapolis, Minnesota, United States 8 work roles 4 schools
3 phones found area 317 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 3 phones

Direct phone (317) ***-****
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Role
Compliance Manager
Location
Minneapolis, Minnesota, United States
Company size

Who is James Erdmann? Overview

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Quick answer

James Erdmann is listed as Compliance Manager at Vantage Point Wealth Management, a company with 12 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows phone signal with area code 317 and a matched LinkedIn profile for James Erdmann.

James Erdmann previously worked as Negotiator, Brexit Programme at Thomson Reuters and Marketing + Digital Business Development Specialist at All Safe Global, Inc.. James Erdmann holds Jd, Law from University Of Denver - Sturm College Of Law.

Company email context

Email format at Vantage Point Wealth Management

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Vantage Point Wealth Management

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Profile bio

About James Erdmann

James Erdmann is a Compliance Manager at Vantage Point Wealth Management. He possess expertise in newsletters, blogging, editing, press releases, marketing and 24 more skills.

Listed skills include Newsletters, Blogging, Editing, Press Releases, and 25 others.

Current workplace

James Erdmann's current company

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Vantage Point Wealth Management
Vantage Point Wealth Management
Compliance Manager
Employees
12
AeroLeads page
8 roles

James Erdmann work experience

A career timeline built from the work history available for this profile.

Compliance Manager

Current

Greater Minneapolis-St. Paul Area

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through VPWM Advisors LLC, a Registered Investment Advisor. Vantage Point Wealth Management and VPWM Advisors LLC are separate entities from LPL Financial.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this.

May 2019 - Present

Marketing + Digital Business Development Specialist

All Safe Global, Inc.

Wyoming, MN

E-commerce site(s) manager, content developer, technology integrator, solution finder, and fixer of broken things.

Apr 2016 - Aug 2018

Content Manager, E-Commerce Manager, Business Consultant, Project Coordinator

Self-Employed

Full-scope business development and digital solutions services for SMB clients, with an emphasis on project leadership, Wordpress site development and management, content development, e-commerce, SEO, and business/technology integration,

Jul 2010 - Apr 2016

Master Technician

Maplewood Imports / Porsche Of St. Paul
  • Wait, what? A Porsche mechanic? How does that fit in here?
  • ASE Master Technician
  • Performing highly technical work on tight deadlines.
  • Assessing complex issues quickly.
  • Developing creative solutions.
  • Delivering a precise product the first time.
Apr 2004 - Jul 2010

Attorney - Assistant Vice President

Greater Minneapolis-St. Paul Area

  • Founding manager for startup of high-net-worth client private trust office, Minneapolis branch, in partnership with RBC Wealth Management (Dain Rauscher) and UBS (PaineWebber).
  • Managed client and broker relationships, trust compliance, assets, and administration for base grown to ~$500 million.
  • Staffed and managed trust administrative office; coordinated the activities of multiple financial departments.
Oct 2001 - Nov 2002

Attorney - Trust Administrator

Greater Minneapolis-St. Paul Area

  • Officer in charge of trust analysis, distributions, and asset retention for ~$100 million in total account assets.
  • Proposed, designed, and led project to streamline small account closing process, identify non-productive or cost-inefficient accounts, and transfer assets to appropriate internal locations. Closed and retained ~$13.
  • Multiple awards for new business referrals, business retention, and… Show more
  • Multiple awards for new business referrals, business retention, and excellence in customer service. Show less
Oct 1999 - Oct 2001

Attorney

Holst, Vogel, Erdmann And Vogel

Attorney in trusts, estates, real estate, and taxation.

Aug 1996 - Oct 1999
4 education records

James Erdmann education

Education record

Porsche (Pcna)

Elite factory training on all models of Porsche automobiles.

Aa, Automotive Technology

Universal Technical Institute

Activities and Societies: ABK honor society GPA 4.0, Student of the Phase (top grade) 10 of 14 phases,

FAQ

Frequently asked questions about James Erdmann

Quick answers generated from the profile data available on this page.

What company does James Erdmann work for?

James Erdmann works for Vantage Point Wealth Management.

What is James Erdmann's role at Vantage Point Wealth Management?

James Erdmann is listed as Compliance Manager at Vantage Point Wealth Management.

What is James Erdmann's phone number?

AeroLeads has found 3 phone signal(s) with area code 317 for James Erdmann at Vantage Point Wealth Management.

Where is James Erdmann based?

James Erdmann is based in Minneapolis, Minnesota, United States while working with Vantage Point Wealth Management.

What companies has James Erdmann worked for?

James Erdmann has worked for Vantage Point Wealth Management, Thomson Reuters, All Safe Global, Inc., Self-Employed, and Maplewood Imports / Porsche Of St. Paul.

How can I contact James Erdmann?

You can use AeroLeads to view verified contact signals for James Erdmann at Vantage Point Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did James Erdmann attend?

James Erdmann holds Jd, Law from University Of Denver - Sturm College Of Law.

What skills is James Erdmann known for?

James Erdmann is listed with skills including Newsletters, Blogging, Editing, Press Releases, Marketing, Proofreading, Copywriting, and Social Media Marketing.

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