Robert J Lewis
Investment adviser representative at Nepsis, Inc.
14 yearsExperience
1 stateRegistered in
$344.5MFirm assets
20 yearsFirm in business
Are you Robert J Lewis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Nepsis, Inc.Sep 2018 to now
- BMO Harris Financial Advisors, Inc.Aug 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MN).
Nepsis, Inc.
$344.5MAssets managed
590Clients
12Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2653889
- Firm CRD
- 141203