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Kevin M Distad

Nepsis, Inc.

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About Kevin M Distad

Kevin Distad is a registered investment advisor representative with Nepsis, Inc. Kevin is a Series 7 and Series 66 licensed representative with over 10 years of experience in the financial services industry. Kevin is passionate about helping individuals and families reach their financial goals. Kevin has previously worked for Comprehensive Asset Management and Servicing, Inc., Main Street Securities, LLC, and Royal Alliance Associates, Inc.. Kevin specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Kevin Distad 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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Kevin Distad’s Registration & Firm History

MN

07/13/2015 - Present

Nepsis, Inc. (MINNEAPOLIS MN)

MN

11/02/2009 - 07/15/2015

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ARDEN HILLS MN)

MN

06/25/2008 - 11/24/2009

MAIN STREET SECURITIES, LLC (NEW BRIGHTON MN)

MN

06/09/2005 - 10/01/2007

ROYAL ALLIANCE ASSOCIATES, INC. (ROSEVILLE MN)

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Licenses & Designations

BOTH

Issued 06/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin M Distad.
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