David Eugene Paradise

Nepsis, INC.

7 Years of Experience

1 Disclosure

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

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2022

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

David works as a notary since 2013. This activity is investment-related.

Employment History

Current Registrations

Nepsis, INC.

July 2021 - Present · 4 yrs 7 mos

Previous Registrations

LPL Financial LLC

March 2021 - July 2021 · 4 mos

LPL Financial LLCBroker

March 2021 - July 2021 · 4 mos

BMO Harris Financial Advisors, INC

February 2020 - March 2021 · 1 yr 1 mo

BMO Harris Financial Advisors, INC.Broker

February 2020 - March 2021 · 1 yr 1 mo

BMO Harris Financial Advisors, INC.Broker

December 2013 - July 2015 · 1 yr 7 mos

State Registrations2 states

MNTX

Advisor

Exams

No exam information available for this advisor.