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Robert J Lewis

Nepsis, Inc.

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About Robert J Lewis

Robert J Lewis is an investment advisor representative with Nepsis, Inc. located in Minneapolis, Minnesota. Robert is a registered investment advisor in Minnesota. He has been in the securities industry since 1995. Robert's previous experience includes BMO HARRIS FINANCIAL ADVISORS, INC., M&I FINANCIAL ADVISORS, INC, U.S. BANCORP INVESTMENTS, INC., WELLS FARGO INVESTMENTS, LLC, HARTFORD EQUITY SALES COMPANY INC., and RAYMOND JAMES FINANCIAL SERVICES, INC.. Robert holds Series 7, Series 63, Series 66, and SIE securities licenses. Robert specializes in portfolio management for individuals and businesses. Robert is also experienced in financial planning and provides educational seminars.

Firm Information

Robert Lewis 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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Robert Lewis’s Registration & Firm History

MN

09/06/2018 - Present

Nepsis, Inc. (MINNEAPOLIS MN)

MN

08/01/2012 - 06/28/2018

BMO HARRIS FINANCIAL ADVISORS, INC. (BURNSVILLE MN)

MN

06/22/2012 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (WOODBURY MN)

MN

11/05/2009 - 06/04/2012

U.S. BANCORP INVESTMENTS, INC. (BURNSVILLE MN)

MN

07/21/2006 - 07/28/2009

WELLS FARGO INVESTMENTS, LLC (SAVAGE MN)

CT

09/09/2002 - 08/01/2006

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

FL

05/11/1998 - 07/01/2002

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

11/16/1995 - 03/10/1998

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 08/07/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Robert J Lewis. Review regulatory record here.
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