Kevin M Distad

Nepsis, INC.

15 Years of Experience

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.

Employment History

Current Registrations

Nepsis, INC.

July 2015 - Present · 10 yrs 7 mos

Previous Registrations

Counsel Wealth Management, INC.

December 2013 - July 2015 · 1 yr 7 mos

Counsel Wealth Management, INC.

December 2009 - November 2013 · 3 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.