linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kurt James Obermiller

Nepsis, Inc.

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

About Kurt James Obermiller

Kurt Obermiller is a financial advisor with Nepsis, Inc. Kurt has been in the industry since 2012 and has experience in a number of financial services areas including financial planning and portfolio management. Kurt holds a Series 6, SIE, and Series 63 license. Kurt has been a registered investment advisor with Nepsis, Inc. since 2018 and is a financial consultant with Innovative Income Strategies, LLC. Kurt has experience working with a variety of clients, including high net worth individuals, individuals other than high net worth, and pension and profit sharing plans. Kurt's firm, Nepsis, Inc., offers financial planning, educational seminars, and portfolio management services.

Firm Information

Kurt Obermiller 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.

Kurt Obermiller’s Registration & Firm History

MN

06/07/2022 - Present

Nepsis, Inc. (MINNEAPOLIS MN)

MN

01/13/2012 - 12/31/2017

PRINCIPAL SECURITIES, INC. (Minneapolis MN)

Not sure if Kurt James Obermiller is right for you?

Licenses & Designations

BC

Issued 01/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurt James Obermiller.
Not sure if Kurt James Obermiller is right for you?