JE
JE

Joshua Michael Englund

12 Years of Experience
Sells Insurance
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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joshua is involved with Englund Enterprises, Inc. providing financial services and insurance services since 2019, spending minimal time on insurance sales. He is also a co-founder of Oak Shore Oasis LLC, a rental property business, since 2022, dedicating minimal time to this venture.

Employment History
Current Registrations
Nepsis, INC.
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
Nepsis Advisor Services, INC.
December 2014 - December 2015 · 1 yr
Securities America Advisors, INC.
March 2013 - October 2014 · 1 yr 7 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.