TrueAdvisor
TrueAdvisor
CG
CFA
CG
CFA

Craig Michael Golden

Nepsis, INC.
4 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

Chapel Hill, NC

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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.
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
September 2022 - November 2023 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
September 2022 - November 2023 · 1 yr 2 mos
Thrivent Investment Management INC.
May 2021 - August 2022 · 1 yr 3 mos
Thrivent Investment Management INC.Broker
April 2021 - August 2022 · 1 yr 4 mos
State Registrations2 states
MNNC
Advisor
Exams
No exam information available for this advisor.