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Thomas Donald Schmid

Nepsis, Inc.

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About Thomas Donald Schmid

Thomas Donald Schmid is an Investment Advisor Representative at Nepsis, Inc. based in Minneapolis, Minnesota. He is a registered investment advisor in both Minnesota and Texas. Thomas has been in the financial services industry since 2007 and has a Series 63, Series 65 and Series 7 licenses. Thomas is a highly experienced advisor who specializes in portfolio management, financial planning and educational seminars. Nepsis, Inc. is a financial advisory firm that provides investment advisory services to individuals, corporations, and institutions. They are committed to providing their clients with personalized financial advice and investment management services. Nepsis, Inc. is committed to helping its clients achieve their financial goals.

Firm Information

Thomas Schmid 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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Thomas Schmid’s Registration & Firm History

MN

04/03/2024 - Present

Nepsis, Inc. (MINNEAPOLIS MN)

MN

07/27/2007 - 11/05/2009

QA3 FINANCIAL CORP. (SAVAGE MN)

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Licenses & Designations

IA

Issued 10/06/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Donald Schmid.
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