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Craig Michael Golden

Nepsis, Inc.

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About Craig Michael Golden

Craig Michael Golden is a financial advisor with Nepsis, Inc., a firm based in Minneapolis, Minnesota. Craig has been in the financial services industry since 2016. He earned his Series 7TO, Series 66, and SIE licenses and holds a Chartered Financial Analyst designation. Craig specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. He has experience with a variety of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

Craig Golden is currently registered with Nepsis, Inc.. Nepsis, Inc. is an investment advisory firm headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Nepsis, Inc. manages approximately $350,793,190 in assets and has 15 investment adviser representatives. The firm also participates in a wrap fee program.
Nepsis, Inc.

TWO MERIDIAN CROSSINGS, SUITE 400

MINNEAPOLIS, MN 55423

$350.79M

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for research services

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Craig Golden’s Registration & Firm History

NC

04/05/2024 - Present

Nepsis, Inc. (Durham NC)

NC

09/02/2022 - 11/01/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Raleigh NC)

NC

04/23/2021 - 08/05/2022

THRIVENT INVESTMENT MANAGEMENT INC. (Raleigh NC)

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Licenses & Designations

BOTH

Issued 05/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Michael Golden.
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