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Laura Rose Haupt

Nepsis, Inc.

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About Laura Rose Haupt

Laura Haupt is a financial advisor with Nepsis, Inc. Laura has over 7 years of experience in the financial services industry. She is registered with the state of Minnesota as an Investment Advisor Representative. Previously, Laura worked as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC and Bates Securities, Inc. Laura has a strong understanding of investment strategies and can help you create a personalized financial plan to meet your goals.

Firm Information

Laura Haupt 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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Laura Haupt’s Registration & Firm History

MN

10/31/2024 - Present

Nepsis, Inc. (MINNEAPOLIS MN)

MN

01/05/2015 - 09/10/2021

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (MINNEAPOLIS MN)

IL

04/22/2014 - 10/17/2014

BATES SECURITIES, INC. (ROCKFORD IL)

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Licenses & Designations

BC

Issued 02/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Rose Haupt.
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