Zachary
Tornquist

Inspire Investing, LLC

CRD#6768874
Investment Advisor
in Meridian, ID

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About this Advisor

Zachary Tornquist is a financial advisor based in Meridian, Idaho, working with Inspire Investing, LLC. Zachary has previously held positions at Keybank Na, Key Investment Services, Chase Bank, Sap Forestry, Advanced Dental Tech, Crs Diagnostic, Harbor Investment Advisors LLC, Robinhood Financial, LLC, Charles Schwab, Dominos, Inspire Investing, LLC, Foreside Financial Services, LLC, and Inspire Advisors, LLC. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho. Currently, Zachary is part of Inspire Investing, LLC, which operates out of Meridian, Idaho. The firm has 2 offices and 26 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and other services. The fee structure at Inspire Investing, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3597 E Monarch Sky Ln Suite 330
Meridian, ID 83646

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Inspire Investing, LLC Brokerage Details

Total Assets Under Management

$2,562,233,803

ID Average: $655,107,610
Total Number of Employees

26

ID Average: 12
Total Number of Accounts

470

ID Average: 770
Average Account Size

$5,451,561

ID Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pension consulting services
  • Other

Zachary Tornquist Work History

2023 - Present (1 year)

Inspire Investing, LLC

2023 - Present (1 year)

Foreside Financial Services, LLC

2023 - Present (1 year)

Inspire Advisors, LLC

2022 - 2022 (< 1 year)

Robinhood Financial, LLC

2022 - 2023 (1 year)

Charles Schwab

2022 - 2023 (1 year)

Dominos

2019 - 2022 (3 years)

Harbor Investment Advisors LLC

2017 - 2019 (2 years)

Keybank Na

2017 - 2019 (2 years)

Key Investment Services

2015 - 2017 (2 years)

Chase Bank

2015 - 2015 (< 1 year)

Sap Forestry

2015 - 2015 (< 1 year)

Advanced Dental Tech

2014 - 2015 (1 year)

Crs Diagnostic

Disclosures

Please visit the SEC profile of Zachary Tornquist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Inspire Investing, LLC

Zachary Tornquist
Meridian, ID
Peter San
Meridian, ID
Daniel Mastrolonardo
Meridian, ID
Aaron Moon
Meridian, ID
Robert Netzly
Meridian, ID
William Stoner
Meridian, ID
Zachary Stone
Meridian, ID

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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