Darryl J. Chouinard

NEPSIS

Seattle, WA

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CRD#: 4746286

Professional summary

Darryl Joseph Chouinard is a registered financial advisor currently at NEPSIS, INC. located in Seattle, Washington.

Darryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Darryl has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) FIXED INSURANCE THROUGH VARIOUS INSURANCE COMPANIES, INVESTMENT RELATED, SEATTLE, WA, DATE 32 HOURS PER MONTH DEVOTED, 16 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS 2) INNOVATIVE INCOME CONSULTING, NOT INVESTMENT RELATED 60 S 6TH ST SUITE 2800 MINNEAPOLIS MN 55402, NATURE, RELATIONSHIP/BUSINESS CONSULTING WITH CPA'S AND ATTORNEY.POSITION, CEO, START DATE 01/01/2015 WITH 20 HOURS PER MONTH AND 5 HOURS DURING TRADING, I WILL BE WORKING WITH PRIMARILY CPA'S WHO ARE OPEN TO BUILDING STRONGER RELATIONSHIPS WITH THEIR BEST BUSINESS OWNER AND EXECUTIVE CLIENTS, I WILL BE TEACHING THE CPA'S A PROCESS FOR GETTING CLOSE TO THEIR CLIENTS WHICH WILL ENABLE THEM TO DELIVER MAXIMUM VALUE TO THEIR MOST IMPORTANT CLIENT RELATIONSHIPS IN ORDER TO EXPAND IN THEIR CHOSEN MARKETPLACE AND ULTIMATELY CREATE ORGANIC GROWTH FOR THEIR PRACTICE AND SPEND MORE TIME WITH THEIR A CLIENTS AND LESS TIME WITH THEIR B&C CLIENTS. DBA INNOVATIVE INCOME STRATEGIES, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darryl Joseph Chouinard'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

January 23, 2023 - Present

NEPSIS, INC.

RIA

CRD#: 141203

Seattle, WA

Past

March 19, 2020 - January 25, 2023

HERITAGE WEALTH MANAGEMENT, LLC

RIA

CRD#: 287909

Seattle, WA

Past

November 1, 2018 - December 31, 2020

ELITE INVESTMENT TEAM LLC

RIA

CRD#: 296922

Seattle, WA

Past

December 1, 2016 - February 18, 2020

NEPSIS ADVISOR SERVICES, INC.

RIA

CRD#: 162340

Golden Valley, MN

Past

December 2, 2013 - December 1, 2016

CAPITAL FINANCIAL SERVICES, INC.

RIA

CRD#: 8408

Minneapolis, MN

Past

December 2, 2013 - December 1, 2016

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

Minneapolis, MN

Past

September 24, 2012 - December 19, 2013

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

MINNETONKA, MN

Past

September 21, 2012 - December 19, 2013

PRINCIPAL SECURITIES, INC.

CRD#: 1137

MINNETONKA, MN

Past

February 5, 2010 - July 26, 2012

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

MINNEAPOLIS, MN

Past

December 1, 2006 - October 1, 2012

QUESTAR CAPITAL CORPORATION

CRD#: 43100

GOLDEN VALLEY, MN

Past

April 27, 2004 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

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".

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

Texas
(6/5/2025)

IAR

Washington
(1/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/13/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/26/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/23/2004

General Securities Principal Examination

Current Firm

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

SEC notice filing (18 States and Territories)

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 Accounts	2,018
AUM (Assets Under Management)	$ 497,803,635

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Darryl J. Chouinard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darryl Joseph Chouinard's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERITAGE WEALTH MANAGEMENT, LLC

ELITE INVESTMENT TEAM LLC

NEPSIS ADVISOR SERVICES, INC.

CAPITAL FINANCIAL SERVICES, INC.

CAPITAL FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

Primary Firm SEC Registration

NEPSIS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2005

SIE

Date: 12/1/2016

Series 7

Date: 4/26/2004

Series 24

Date: 11/23/2004

Current Firm

NEPSIS, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEPSIS, INC.

TRUST BUT VERIFY

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