CE
CFP
CE
CFP

Charles Darwin Etzweiler

26 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

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

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History

Regulatory History (1)
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Judgment / Lien
March 2019
Other Business Activities

Charles is a board member of Equipping Pastors International, an organization that trains pastors in foreign lands. He dedicates minimal time to this activity, primarily for an annual board meeting.

Employment History
Current Registrations
Nepsis, INC.
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Thrivent Investment Management INC.
November 2015 - October 2017 · 1 yr 11 mos
Thrivent Investment Management INC.Broker
November 2015 - October 2017 · 1 yr 11 mos
Nepsis Capital Management, INC.
January 2012 - September 2015 · 3 yrs 8 mos
Thrivent Investment Management INC.Broker
December 2007 - January 2012 · 4 yrs 1 mo
Crown Capital Securities, L.P.Broker
June 2005 - October 2007 · 2 yrs 4 mos
Fisher Investments
April 2005 - June 2005 · 2 mos
Thrivent Investment Management INC.Broker
March 2003 - April 2005 · 2 yrs 1 mo
Woodmen Financial Services, INC.Broker
June 2002 - September 2002 · 3 mos
Aal Capital Management CorporationBroker
January 2000 - March 2002 · 2 yrs 2 mos
Wells Fargo Securities INC.Broker
July 1999 - December 1999 · 5 mos
Forum Financial Services, INC.Broker
August 1997 - July 1999 · 1 yr 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.