Kurt Obermiller, financial advisor Minneapolis MN

Kurt Obermiller

CRD Number: 6007241
Current Firm: Nepsis, Inc.

Kurt Obermiller (CRD# 6007241) is an Investment Advisor Representative working at Nepsis, Inc. in Minneapolis, MN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Nepsis Inc. Minneapolis, MN Jun 2022 - Current 1
Heritage Wealth Management, LLC Phoenix, AZ Feb 2020 - Current 4
Elite Investment Team, LLC San Diego, CA Oct 2018 - Feb 2020 1
Nepsis Advisor Services, Inc. Minneapolis, MN Jan 2018 - Feb 2020 2
Innovative Income Strategies, LLC Minneapolis, MN Jan 2018 - Feb 2020 2
Princor Financial Services Corporation Minneapolis, MN Dec 2011 - Dec 2017 6
Principal Life Ins Co Lake Elmo, MN Dec 2011 - Dec 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
Contact Info for Kurt J. Obermiller
Phone Number: 952-746-2003
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    351
    MILLIONS
  • Total Number of Accounts
    1,942
    ACCOUNTS
  • Average Account Value
    $180,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IL, LA, MN, NC, NE, TX, WA, WI

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