David E. Zumbusch
INSPIRE ADVISORS
Buffalo, MN 55313
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CRD#: 2577983
Professional summary
David Edward Zumbusch, CFP® is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Buffalo, Minnesota.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 5 firms and has passed the Series 63, SIE and Series 7 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.) LBZ LLC INVESTMENTS/ COMMERCIAL REAL-ESTATE BUILDING AND LEASE-- PRESIDENT - 1% TIME SPENT; POSITION:
President NATURE: Commercial office space INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS:
0 START DATE: 01/01/2006; ADDRESS: 107 Center Drive, Buffalo MN 55313, United States DESCRIPTION: Nancy my wife
and I own it for income and appreciation Phone number 763-682-9000 2.) DAVE AND NANCY ZUMBUSCH MARYSVILLE;
POSITION: 1/3 Owner NATURE: Agriculture rental land. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES
TRADING HOURS: 0 START DATE: 01/01/2007; ADDRESS: 107 Center Drive, Buffalo MN 55313, United States;
DESCRIPTION: Manage farm contract for rental tenants. 3) DAVID ZUMBUSCH - INSURANCE AGENT - SALES - START DATE"
06/1995 - 107 CENTER DR, BUFFALO, MN 55313
CRS (Client Relationship Summary) - RIA
Click below to view David Edward Zumbusch's 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®
CFP®
Start date: 2000
Experience
Current
February 3, 2020 - Present
INSPIRE ADVISORS, LLC
Office #1: 107 Center Drive Suite 100, Buffalo, MN 55313RIA
CRD#: 300279
Buffalo, MN
Past
January 31, 2014 - January 31, 2020
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
BUFFALO, MN
Past
June 26, 2002 - January 31, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
BUFFALO, MN
Past
March 14, 1995 - December 31, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 14, 1995 - December 31, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
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".
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
Registered Investment Advisory firm - (2/8/2019 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
Minnesota(2/3/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
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Contact information
Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 859-6383
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,363 |
| AUM (Assets Under Management) | $ 1,033,380,628 |
Red Flags
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