David
Zumbusch
Inspire Advisors, LLC
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About this Advisor
David Zumbusch is a certified financial planner who works out of Buffalo, Minnesota with 3 years of industry experience. Zumbusch works at Inspire Advisors, LLC. Throughout their career, they have worked at David Zumbusch, Securities America Advisors, Inc, Prestige Square LLC, Zumbusch, Weber, Sundman Financial Services, Securities America, Inc, Soilmeisters, Llp, Lbz Investments and Inspire Advisors, LLC. Zumbusch holds a Series 63 license, qualifying them as a securities broker, and can work in Minnesota. Inspire Advisors, LLC is an advisory business headquartered in Meridian, ID. The firm has offices in 23 locations and a total of 29 employees. It manages $521 million in total assets across its 4,228 accounts, placing it among the larger firms in the United States by assets under management. Of its 4,228 client accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm has a number 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 advice largely are based on which services the firm provides the client. However, fees charged 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
David Zumbusch Work History
David has been registered as a financial advisor for 3 years.*
Inspire Advisors, LLC
Lbz Investments
David Zumbusch
Securities America Advisors, Inc
Zumbusch, Weber, Sundman Financial Services
Securities America, Inc
Soilmeisters, Llp
Prestige Square LLC
*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 David 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
Largo, FL
Meridian, ID
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
