Beau
Zumbusch

Inspire Advisors, LLC

CRD#6489671
Investment Advisor
in Buffalo, MN

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About this Advisor

Beau Zumbusch is a financial advisor based in Buffalo, Minnesota, working with Inspire Advisors, LLC. Beau has previously held positions at Securities America Inc, Mark Olson State Farm Insurance, Securities America Advisors, and Inspire Advisors, LLC Dba Inspire Advisors - Minnesota. Beau has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Beau is part of Inspire Advisors, LLC, which operates out of Buffalo, Minnesota. The firm has 29 offices and 45 employees. The firm manages assets totaling $835.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Inspire Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

107 Center Drive Suite 100
Buffalo, MN 55313

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Inspire Advisors, LLC Brokerage Details

Total Assets Under Management

$835,309,154

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

45

MN Average: 12
Total Number of Accounts

2,857

MN Average: 770
Average Account Size

$292,373

MN Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Beau Zumbusch Work History

2020 - Present (5 years)

Inspire Advisors, LLC Dba Inspire Advisors - Minnesota

2015 - 2020 (5 years)

Securities America Inc

2015 - 2020 (5 years)

Securities America Advisors

2012 - 2015 (3 years)

Mark Olson State Farm Insurance

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Disclosures

Please visit the SEC profile of Beau Zumbusch 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 Advisors, LLC

Austin Walker
Meridian, ID
Paul Mcwilliams
Kailua, HI
Derek Mauldin
Meridian, ID
Scott Harlan
Meridian, ID
Eric Boyum
Caldwell, ID
David Eck
Meridian, ID
Christopher Pagotto
Meridian, ID
Johnathan Cunningham
Overton, TX

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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