Mark
Pearson

Nepsis, Inc

CRD#1620222
Investment Advisor
in Savage, MN

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About this Advisor

Mark Pearson is a financial advisor who works in Savage, Minnesota with a total of 10 years of industry experience. Pearson works at Nepsis, Inc. They have worked at Nepsis, Inc for all of their career. Pearson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota and Texas. Nepsis, Inc is a registered investment business based out of Savage, MN. It has offices in two locations and a total of 19 financial advisors. It oversees $298 million in total assets between its 1,823 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,823 accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Nepsis, Inc has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors usually are based on the services. However, fee types charged by Nepsis, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

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

$297,861,058

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

19

MN Average: 157
Total Number of Accounts

1,823

MN Average: 8,262
Average Account Size

$163,391

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

Mark Pearson Work History

Mark has been registered as a financial advisor for 10 years.*

2001 - Present (23 years)

Anchor Financial Services

*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 Mark Pearson 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

David Christianson
Savage, MN
Darryl Chouinard
Seattle, WA
David Paradise
Savage, MN
Charles Etzweiler
Savage, MN
Robert Lewis
Savage, MN
Joshua Englund
Savage, MN
Jason Strough
Bloomington, IL
Matthew Augspurger
Poulsbo, WA

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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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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