Brooks
Allen

Nepsis, Inc

CRD#7913506
Investment Advisor
in Savage, MN

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About this Advisor

Brooks Allen is a financial advisor based in Savage, Minnesota, working with Nepsis, Inc. Brooks has previously held positions at Nepsis, Inc, Full Time Student, Johnny Tauer Championship Basketball Camp, The Meadows At Mystic Lake Casino, City Of Bloomington, and Charlie's On Prior. Brooks has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Brooks is part of Nepsis, Inc, which operates out of Savage, Minnesota. The firm has 3 offices and 23 employees. The firm manages assets totaling $350.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Nepsis, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

8674 Eagle Creek Circle
Savage, MN 55378

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Nepsis, Inc Brokerage Details

Total Assets Under Management

$350,793,190

MN Average: $5,289,111,388
Total Number of Employees

23

MN Average: 157
Total Number of Accounts

1,942

MN Average: 8,262
Average Account Size

$180,635

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Brooks Allen Work History

2024 - Present (0 year)

Nepsis, Inc

2013 - Present (11 years)

Full Time Student

2023 - 2023 (< 1 year)

Johnny Tauer Championship Basketball Camp

2021 - 2021 (< 1 year)

The Meadows At Mystic Lake Casino

2019 - 2019 (< 1 year)

City Of Bloomington

2018 - 2018 (< 1 year)

Charlie'S On Prior

2013 - 2019 (6 years)

Full Time Student

Disclosures

Please visit the SEC profile of Brooks Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nepsis, Inc

Craig Golden
Durham, NC
Matthew Augspurger
Savage, MN
Darryl Chouinard
Seattle, WA
Thomas Schmid
Savage, MN
Edward Stober
Savage, MN
Krew Barber
Savage, MN
Brooks Allen
Savage, MN
David Paradise
Savage, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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