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Nathan Diercks

Nepsis, Inc.

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About Nathan Diercks

Nathan Diercks is a Certified Public Accountant (CPA) who has worked at Nepsis, Inc. since February 2023. Nathan Diercks is a registered Investment Advisor Representative in Minnesota and has been in the industry since September 2019. Nathan Diercks specializes in portfolio management for individuals and businesses, as well as providing financial planning and educational seminars.

Firm Information

Nathan Diercks 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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Nathan Diercks’s Registration & Firm History

MN

05/09/2023 - Present

Nepsis, Inc. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/09/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Diercks.
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