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James Phillip Mehrman

Valor Wealth Management LLC

Fridley, MN

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Current Employers
Valor Wealth Management Llc

Fridley, MN • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
MN RA APPROVED 2017-02-09
  • WI RA
    APPROVED
    Since 2025-01-01
  • MN RA
    APPROVED
    Since 2017-02-09

Branch Locations

Fridley, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Investment Councel Llc Eau Claire WI 08/2015 11/2016
Trailhead Cycling Champlin MN 03/2017 01/2021
Valor Wealth Management Llc Andover MN 10/2016 Present
Valor It Deployment Solutions Llc Andover MN 02/2015 11/2024
  • 08/2015 → 11/2016
    The Investment Councel Llc
    Eau Claire, WI
  • 03/2017 → 01/2021
    Trailhead Cycling
    Champlin, MN
  • 10/2016 → Present
    Valor Wealth Management Llc
    Andover, MN
  • 02/2015 → 11/2024
    Valor It Deployment Solutions Llc
    Andover, MN
Previous Registrations
  • 2015-09-17 → 2016-11-07
    The Investment Counsel Llc
    Eau Claire, WI
  • 2015-03-12 → 2015-05-01
    Simplicity Solutions, Llc
    Andover, MN
    Minneapolis, MN
  • 2012-12-19 → 2015-03-20
    Sawtooth Asset Management, Inc.
    Minneapolis, MN
    Edina, MN
    Andover, MN
  • 2011-02-16 → 2012-12-20
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-15
S63 Uniform Securities Agent State Law Examination 2009-05-01
  • S65 Uniform Investment Adviser Law Examination
    2011-02-15
  • S63 Uniform Securities Agent State Law Examination
    2009-05-01
Other Names
  • James Mehrman
  • James Phillip Mehrman
  • James Mehrman

View on SEC IAPD

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