Kurt Obermiller is a registered investment advisor at Nepsis, INC., based in Minneapolis, MN, with 14 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 590 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual advisory fee is up to 2.50% and is negotiable. Services are offered as a bundled fee program that includes trading costs. Additional custodian asset-based pricing fees apply ranging from 0.08% to 0.20%, along with a quarterly maintenance fee of $21.25 per account.
Fee Estimator
Location
Minneapolis, MN
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kurt sells fixed insurance products, including traditional insurance, group benefits, health, medical supplements, LTC, and disability through various carriers since 2013. He is also an investment adviser representative (IAR) with Nepsis Advisor Services, Inc. and a financial consultant with Innovative Income Strategies, LLC, both since 2018.
Employment History
Current Registrations
Nepsis, INC.
Previous Registrations
Heritage Wealth Management, LLC
Elite Investment Team LLC
Nepsis Advisor Services, INC.
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Mark PearsonNepsis, INC.
- Robert LewisNepsis, INC.
- David ParadiseNepsis, INC.
- David Christianson, CFPNepsis, INC.
- Stephen Kairies, ChFCAccess Financial Services, INC.
- Kira Kinsman, CFPMercer Global Advisors INC.