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Robert Steven Vandevrede

CRD# 1390422·Registered 1987 - 2013
Previously Registered: Being a previously registered professional could mean that Robert is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Robert Steven Vandevrede was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1987 - 2013. Robert had worked at 10 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

NEPSIS ADVISOR SERVICES, INC.·CRD# 162340
RIA
Charlotte, NC
April 10, 2013 - September 23, 2013
PLAN ADVISORY , LLC·CRD# 163724
RIA
Manitowoc, WI
May 16, 2012 - December 31, 2012
DEFINEBENEFITS, INC.·CRD# 150736
RIA
Charlotte, NC
July 15, 2009 - June 11, 2010
ELY PRUDENT PORTFOLIOS, LLC·CRD# 142681
RIA
Charlotte, NC
June 18, 2007 - July 2, 2009
JE WILSON ADVISORS, LLC·CRD# 110375
RIA
Columbia, SC
July 7, 2006 - May 30, 2007
PRUDENT INVESTOR ADVISORS, LLC·CRD# 121922
RIA
Charlotte, NC
September 8, 2004 - May 24, 2007
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Oakdale, MN
December 14, 1995 - December 31, 1996
NATIONWIDE SECURITIES, LLC·CRD# 11173
BD
Columbus, OH
April 15, 1993 - May 15, 1996
INVESTORS BROKERAGE SERVICES, INC.·CRD# 4257
BD
Elgin, IL
March 19, 1993 - December 31, 1993
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
St. Paul, MN
May 7, 1987 - June 2, 1992

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Current Firm

NA
NEPSIS ADVISOR SERVICES, INC.

NEPSIS ADVISOR SERVICES, INC.

CRD#: 162340 / SEC#: 801-74765

Contact Information

Main Address

Two Meridian Crossings, Suite 400, Minneapolis, MN 55423

Phone Number

(952) 746-2003

# of Employees

0

Documents

Latest Form ADV

Part 2 Brochures

NEPSIS ADVISOR SERVICES INC FORM ADV PART 2A (3/11/2025)
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2004About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1985About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1985About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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