Kurt James Obermiller
Investment adviser representative at Nepsis, Inc.
15 yearsExperience
1 stateRegistered in
$344.5MFirm assets
20 yearsFirm in business
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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
15 years in the industry.
- Nepsis, Inc.Jun 2022 to now
- Heritage Wealth Management, LLCFeb 2020 to now
- Elite Investment Team, LLCOct 2018 to Feb 2020
- Innovative Income Strategies, LLCJan 2018 to Feb 2020
- Nepsis Advisor Services, Inc.Jan 2018 to Feb 2020
- Princor Financial Services CorporationDec 2011 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
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
- 6007241
- Firm CRD
- 141203