Minneapolis, MN Two Meridian Crossings Office

Nathan Diercks is a financial advisor at Nepsis, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at General Mills and Price Waterhouse Coopers, LLP. In addition to his advisory role, he is a Certified Public Accountant and serves as a tax specialist at Nepsis Tax Solutions. 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 also offers research and educational products to other financial advisors and manages portfolios through a wrap-fee program with ongoing supervision and periodic re-optimization.

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.

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 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 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 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 Pearson is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 65 designation with 11 years of industry experience. He has been with Nepsis, Inc. 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 offers investment management through a wrap-fee program with ongoing supervision and uses a variety of investment vehicles, while also providing research and educational products to other financial advisors.

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.

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 Christianson is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Nepsis, Inc. since 2020 and previously worked for CliftonLarsonAllen Wealth Advisors, LLC from 2016 to 2020. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm also provides research and educational offerings to other financial advisors, utilizing a wrap-fee investment management approach with continuous supervision and periodic re-optimization.