Beau
Zumbusch
Inspire Advisors, LLC
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About this Advisor
Beau Zumbusch is a financial advisor based in Buffalo, Minnesota with a total of 3 years of industry experience. Zumbusch is currently employed by Inspire Advisors, LLC. Their career trajectory has included roles at Securities America Inc, Mark Olson State Farm Insurance, Securities America Advisors and Inspire Advisors, LLC. Zumbusch has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota and Texas. Inspire Advisors, LLC is an advisory company operating out of Meridian, ID. The company has offices in 23 locations and a total of 29 employees. It administers $521 million in assets under management across its 4,228 accounts, making it one of the bigger firms in the country by assets under management. Of its 4,228 customer accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets. The firm provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management largely vary depending on which service is provided. However, fee types billed by Inspire Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Inspire Advisors, LLC Brokerage Details
$520,780,003
29
4,228
$123,174
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
Beau has been registered as a financial advisor for 3 years.*
Inspire Advisors, LLC
Securities America Inc
Securities America Advisors
Mark Olson State Farm Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Meridian, ID
Caldwell, ID
Columbus, OH
Buffalo, MN
Meridian, ID
Grand Rapids, MI
Largo, FL
Meridian, ID
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