Robert J Lewis

Nepsis, INC.

29 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Nepsis, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

860 clients

Average Client Portfolio

$579K average

Assets Under Management

$497.8M

Fee Structure

Minimum Investment:$500K

Location

Two Meridian Crossings, Suite 400, Minneapolis, MN, 55423

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

March 2012

Customer Dispute

January 2012

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Robert receives residual insurance renewal commissions since 1998. This activity requires minimal time.

Employment History

Current Registrations

Nepsis, INC.

September 2018 - Present · 7 yrs 5 mos

Previous Registrations

BMO Harris Financial Advisors, INC.Broker

August 2012 - June 2018 · 5 yrs 10 mos

BMO Harris Financial Advisors, INC

August 2012 - June 2018 · 5 yrs 10 mos

M&i Financial Advisors, INCBroker

June 2012 - August 2012 · 2 mos

M&i Financial Advisors, INC.

June 2012 - August 2012 · 2 mos

U.S. Bancorp Investments, INC.

November 2009 - June 2012 · 2 yrs 7 mos

U.S. Bancorp Investments, INC.Broker

November 2009 - June 2012 · 2 yrs 7 mos

Wells Fargo Investments, LLC

August 2006 - July 2009 · 2 yrs 11 mos

Wells Fargo Investments, LLCBroker

July 2006 - July 2009 · 3 yrs

Hartford Equity Sales Company INC.Broker

September 2002 - August 2006 · 3 yrs 11 mos

Raymond James Financial Services, INC.Broker

May 1998 - July 2002 · 4 yrs 2 mos

Investment Management & Research, INCBroker

November 1995 - March 1998 · 2 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.