Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Etzweiler is an investment advisor representative at Nepsis, Inc. in Minneapolis, MN. Charles has been in the financial services industry for over 20 years. Charles is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 65 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees for research services
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2
CA
01/02/2018 - Present
Nepsis, Inc. (Temecula CA)
CA
11/12/2015 - 10/05/2017
THRIVENT INVESTMENT MANAGEMENT INC. (SAN DIEGO CA)
PA
12/14/2007 - 01/18/2012
THRIVENT INVESTMENT MANAGEMENT INC. (DILLSBURG PA)
MN
06/24/2005 - 10/05/2007
CROWN CAPITAL SECURITIES, L.P. (ROCHESTER MN)
MN
03/12/2003 - 04/08/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
NE
06/04/2002 - 09/09/2002
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
MN
01/25/2000 - 03/12/2002
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
CA
07/12/1999 - 12/22/1999
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
08/25/1997 - 07/12/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
BC
Issued 12/18/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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