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ES

Edward R. Stober

NEPSIS
MINNEAPOLIS, MN 55423
Some features on this profile are disabled
CRD#: 2574936
ES

Professional summary

Edward Robert Stober JR, who also goes by Ed Stober Jr, Edward R Stober Jr, Edward Robert Stober, Edward Robert Stober Jr, Edward R Stoberjr, is a registered financial advisor currently at NEPSIS, INC. located in Minneapolis, Minnesota.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Edward has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ed Stober Jr | Edward R Stober Jr | Edward Robert Stober | Edward Robert Stober Jr | Edward R Stoberjr

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Robert Stober JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 6, 2024 - Present

NEPSIS, INC.

Office #1: Two Meridian Crossings, Suite 400, Minneapolis, MN 55423
RIA
CRD#: 141203
MINNEAPOLIS, MN
Past

January 31, 2014 - January 30, 2024

CHOREO, LLC

RIA
CRD#: 111221
MINNEAPOLIS, MN
Past

July 27, 2011 - August 2, 2013

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ST. PAUL, MN
Past

December 21, 2007 - December 9, 2010

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

February 23, 1995 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 23, 1995 - November 28, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NI
NEPSIS, INC.
ANCHOR CAPITAL MANAGEMENT, INC. | NEPSIS, INC. | NEPSIS CAPITAL MANAGEMENT, INC. | ANCHOR FINANCIAL SERVICES, INC

CRD#: 141203 / SEC#: 801-67023

RIA
Registered Investment Advisory firm - (7/17/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(2/6/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/24/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/22/1995
General Securities Representative Examination

Current Firm

NI
NEPSIS, INC.
ANCHOR CAPITAL MANAGEMENT, INC. | NEPSIS, INC. | NEPSIS CAPITAL MANAGEMENT, INC. | ANCHOR FINANCIAL SERVICES, INC

CRD#: 141203 / SEC#: 801-67023

RIA
Registered Investment Advisory firm - (7/17/2006 Approved)
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Contact information

Main Address
Two Meridian Crossings, Suite 400, Minneapolis, MN 55423
Mailing Address
Phone number
(952) 746-2003
Established
Firm type
Fiscal year end
# of Employees
43

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NEPSIS INC. FORM ADV PART 2A (3/31/2025)
NEPSIS INC FORM ADV PART 2A APPENDIX (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,018
AUM (Assets Under Management)$ 497,803,635

Red Flags

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.

Company Information

NEPSIS, INC.

CRD#: 141203Minneapolis, MN 55423

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