TrueAdvisor
TrueAdvisor
DC
CFP
DC
CFP

David John Christianson

Nepsis, INC.
9 Years of Experience
View SEC Summary
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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Nepsis, INC.
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
November 2016 - November 2020 · 4 yrs
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.