Invested Better
Unclaimed

Unclaimed

Unclaimed

Tavis James Sinn

Nepsis, Inc.

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

About Tavis James Sinn

Tavis James Sinn is an Investment Advisor Representative at Nepsis, Inc. Tavis is a licensed Investment Advisor Representative in Minnesota. Tavis is associated with Nepsis, Inc. since June 2024 and is located in the Savage office. Tavis has been in the industry since January 2020. Prior to joining Nepsis, Inc., Tavis worked at RSM US LLP. Tavis also has prior experience at PWC, LLP, UNIVERSITY OF ST. THOMAS, and Dominium, Inc..

Firm Information

Tavis Sinn 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

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.

Tavis Sinn’s Registration & Firm History

MN

09/12/2024 - Present

Nepsis, Inc. (MINNEAPOLIS MN)

Not sure if Tavis James Sinn is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tavis James Sinn.
Not sure if Tavis James Sinn is right for you?