linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Michael Englund

Nepsis, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Michael Englund

Joshua Englund is an investment advisor representative with Nepsis, Inc., a firm based in Minneapolis, Minnesota. Joshua's experience in the financial services industry includes a prior role with Securities America, Inc. Joshua holds the Series 7, Series 66 and SIE licenses. Joshua is also a licensed insurance agent in the state of Minnesota. At Nepsis, Inc., Joshua specializes in providing financial planning and investment advice to individual and business clients.

Firm Information

Joshua Englund 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Fees for research services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Englund’s Registration & Firm History

MN

12/23/2015 - Present

Nepsis, Inc. (MINNEAPOLIS MN)

MN

03/28/2012 - 10/22/2014

SECURITIES AMERICA, INC. (ROSEMOUNT MN)

Not sure if Joshua Michael Englund is right for you?

Licenses & Designations

BOTH

Issued 01/15/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/2014

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Michael Englund.
Not sure if Joshua Michael Englund is right for you?