Advisors at this firm
Charles E
CFP®, Series 63, Series 65
Temecula, CA
Nepsis, Inc.
Charles Etzweiler is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Nepsis, Inc. since 2018 and previously worked at Thrivent Financial and Thrivent Investment Management. Etzweiler serves as a board member of Equipping Pastors International, an organization that trains pastors in foreign countries. Nepsis, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, retirement accounts, charities, and businesses. The firm also offers research and educational products to other financial advisors and employs a wrap-fee investment approach with continuous supervision and periodic re-optimization.
Nathan D
Series 65
Minneapolis, MN
Nepsis, Inc.
Nathan Diercks is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 65 license with two years of industry experience. Prior to joining Nepsis in 2023, he worked at General Mills and Price Waterhouse Coopers, LLP. He is also a Certified Public Accountant and serves as a tax specialist at Nepsis Tax Solutions. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also provides subscription-based research and educational services to other financial advisors.
Thomas S
Series 63, Series 65
Minneapolis, MN
Nepsis, Inc.
Thomas Schmid is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Nepsis Advisor Services, Inc. since 2013. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also provides research and educational products to other financial advisors and uses a wrap-fee investment approach with continuous supervision and regular account reviews.
Malia H
Series 66
Minneapolis, MN
Nepsis, Inc.
Malia Haskins is a financial advisor at Nepsis, Inc. with 23 years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets, LLC, LPL Financial LLC, and BMO Harris Private Bank. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, including portfolio analytics and speaking engagements.
David P
Series 63, Series 66
Minneapolis, MN
Nepsis, Inc.
David Paradise is a financial advisor at Nepsis, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial LLC and BMO Harris Financial Advisors, Inc. He is also a notary in Richfield, MN. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm offers a wrap-fee investment management program and delivers research and educational products to other financial advisors.
Joshua E
Series 66
Minneapolis, MN
Nepsis, Inc.
Joshua Englund is a financial advisor at Nepsis, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds a Series 66 designation and has been with Nepsis since 2015. Englund is also involved in insurance sales through Englund Enterprises, Inc., which he co-founded. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm offers investment management primarily through a wrap-fee program and also markets research and educational products to other financial advisors.
Robert L
Series 63, Series 66
Minneapolis, MN
Nepsis, Inc.
Robert Lewis is a financial advisor at Nepsis, Inc. in Minneapolis, MN, with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BMO Harris Financial Advisors, Inc. from 2012 to 2018. Lewis also receives residual insurance renewal commissions as an outside business activity. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm offers investment management primarily through a wrap-fee program and also markets research and educational services to other financial advisors.
Kurt O
Series 63
Minneapolis, MN
Nepsis, Inc.
Kurt Obermiller is a financial advisor with Nepsis, Inc. in Minneapolis, MN, holding a Series 63 designation and 14 years of industry experience. His prior roles include positions at Heritage Wealth Management, Elite Investment Team, and Princor Financial Services Corporation. Outside of advisory work, he is involved in selling fixed insurance products such as traditional insurance, group benefits, health, medical supplement, long-term care, and disability insurance through various carriers. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm offers subscription-based research and educational products to other financial advisors and employs a wrap-fee investment management approach with continuous supervision and periodic re-optimization.
Matthew P
Series 65
Minneapolis, MN
Nepsis, Inc.
Matthew Pearson is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 65 designation with 10 years of industry experience. He has been with Nepsis since 2015. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, including portfolio analytics and speaking engagements.
Edward S
Series 63, Series 65
Minneapolis, MN
Nepsis, Inc.
Edward Stober is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses with 12 years of industry experience. He worked previously at Choreo, formerly RSM US Wealth Management LLC, for 11 years before joining Nepsis in 2024. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers subscription-based research and educational products to other financial advisors, employing a wrap-fee investment approach with continuous supervision and regular account reviews.
Kevin D
Series 66
Minneapolis, MN
Nepsis, Inc.
Kevin Distad is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Nepsis since 2015. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, including portfolio analytics and speaking engagements.
Darryl C
Series 66
Seattle, WA
Nepsis, Inc.
Darryl Chouinard is a financial advisor at Nepsis, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Heritage Wealth Management and Elite Investment Team. Outside of his advisory role, he serves as CEO of Innovative Income Consulting, a business focused on consulting with CPAs and attorneys to enhance client relationships. Nepsis, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as retirement accounts, charities, and businesses. The firm offers investment management primarily through a wrap-fee program and also markets research and educational services to other financial advisors.
Craig G
CFA®, Series 66
Chapel Hill, NC
Nepsis, Inc.
Craig Golden is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently with Nepsis, Inc., where he has worked since 2023, following prior roles at Northwestern Mutual Wealth Management Company, Thrivent Financial, and First Citizens Bank and Trust Company. Golden also has experience with nonprofit outreach through Summit Church Campus Outreach Raleigh. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, and sub-advisory services. The firm offers investment management primarily through a wrap-fee program and supports other financial advisors with subscription-based research, analytics, and speaking engagements.
Mark P
Series 63, Series 65
Minneapolis, MN
Nepsis, Inc.
Mark Pearson is a financial advisor with Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Nepsis Advisor Services since 2014 and has been associated with Nepsis, Inc. since 2006. Outside of his advisory role, he serves as CEO of Nepsis Insurance Services, LLC, an insurance agency. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, utilizing a wrap-fee program with continuous supervision and a mix of investment vehicles in client portfolios.
David C
CFP®, Series 65
Minneapolis, MN
Nepsis, Inc.
David Christianson is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Nepsis, Inc. since 2020 and previously held roles at CliftonLarsonAllen Wealth Advisors, LLC and JNBA Financial Advisors. He also has experience at the University of Minnesota. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm offers subscription-style research and educational products to other financial advisors and employs a wrap-fee investment approach with continuous supervision and periodic re-optimization.