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Derrick James Doerr

Nepsis, Inc.

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About Derrick James Doerr

Derrick James Doerr is a Registered Investment Advisor with Nepsis, Inc. in Minneapolis, MN. Derrick specializes in helping high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Derrick's firm, Nepsis, Inc., manages over $350 million in assets and has a client base of over 1,900. Derrick has worked with clients in the Financial Services industry since 2003. Derrick has held licenses with Lincoln Financial Advisors, The Lincoln National Life Insurance Company, and Financial Network Investment Corporation. Derrick's experience and expertise allow Derrick to provide valuable financial advice to a wide range of clients.

Firm Information

Derrick Doerr 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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Derrick Doerr’s Registration & Firm History

MN

01/02/2024 - Present

Nepsis, Inc. (MINNEAPOLIS MN)

MN

02/28/2005 - 10/20/2008

FINANCIAL NETWORK INVESTMENT CORPORATION (ST. LOUIS PARK MN)

IN

01/15/2003 - 03/10/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

01/15/2003 - 03/10/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 01/16/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derrick James Doerr.
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