Joshua
Englund
Nepsis, Inc
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About this Advisor
Joshua Englund is a financial advisor operating out of Savage, Minnesota, who has 8 years of relevant experience. Englund works at Nepsis, Inc. Over the course of their career, they have held roles at Securities America, Inc, Securities America Advisors, Nepsis Advisor Services, Inc, Nepsis Inc, Englund Enterprises, Inc and Oak Shore Oasis LLC. Englund holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Minnesota. Nepsis, Inc is a registered investment firm operating out of Savage, MN. It has offices in two locations and a total of 19 advisors. It handles $298 million in total assets among its 1,823 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,823 accounts, just 6% are held by high-net-worth clients who have more than $1 million in investable assets. Nepsis, Inc offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial advice depend on the financial services. Fees billed by Nepsis, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nepsis, Inc Brokerage Details
$297,861,058
19
1,823
$163,391
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Joshua Englund Work History
Joshua has been registered as a financial advisor for 8 years.*
Oak Shore Oasis LLC
Englund Enterprises, Inc
Nepsis Inc
Nepsis Advisor Services, Inc
Securities America Advisors
Securities America, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Englund 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
Savage, MN
Savage, MN
Savage, MN
Savage, MN
Seattle, WA
Bloomington, IL
Savage, MN
Savage, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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