Kurt
Obermiller
Nepsis, Inc
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About this Advisor
Kurt Obermiller is a financial advisor working out of Savage, Minnesota, with a total of 1 year of relevant experience. Obermiller is an advisor for Nepsis, Inc. Their career trajectory has included roles at Elite Investment Team, LLC, Nepsis Advisor Services, Inc, Innovative Income Strategies, LLC, Heritage Wealth Management, LLC, Nepsis Inc, Princor Financial Services Corporation and Principal Life Ins Co. Obermiller holds a Series 63 license, certifying them as a securities broker, and is approved to advise clients in Minnesota. Nepsis, Inc is a financial advisory firm that has its headquarters in Savage, MN. It has offices in two locations and a total of 19 financial advisors. It oversees $298 million in assets across its 1,823 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,823 customer accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets. The business performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors usually depend on the financial services offered. However, fees billed by Nepsis, Inc likely consist of 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
Kurt Obermiller Work History
Kurt has been registered as a financial advisor for 1 years.*
Nepsis Inc
Heritage Wealth Management, LLC
Elite Investment Team, LLC
Nepsis Advisor Services, Inc
Innovative Income Strategies, LLC
Princor Financial Services Corporation
Principal Life Ins Co
*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 Kurt Obermiller 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
Seattle, WA
Savage, MN
Savage, MN
Savage, MN
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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