TrueAdvisor
TrueAdvisor
MH
MH

Malia Michelle Haskins

Nepsis, INC.
23 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.
July 2024 - Present · 1 yr 7 mos
Previous Registrations
RBC Capital Markets, LLCBroker
May 2021 - July 2024 · 3 yrs 2 mos
RBC Capital Markets, LLC
May 2021 - July 2024 · 3 yrs 2 mos
LPL Financial LLCBroker
March 2021 - June 2021 · 3 mos
LPL Financial LLC
March 2021 - June 2021 · 3 mos
BMO Harris Financial Advisors, INC
April 2020 - March 2021 · 11 mos
BMO Harris Financial Advisors, INC.Broker
April 2020 - March 2021 · 11 mos
RBC Capital Markets, LLC
May 2005 - January 2020 · 14 yrs 8 mos
RBC Capital Markets, LLCBroker
December 2004 - January 2020 · 15 yrs 1 mo
American Express Financial Advisors INC.Broker
April 2004 - October 2004 · 6 mos
Ids Life Insurance CompanyBroker
April 2004 - October 2004 · 6 mos
Wells Fargo Investments, LLCBroker
January 2002 - September 2002 · 8 mos
American Express Financial Advisors INC.Broker
April 2000 - December 2001 · 1 yr 8 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.