DR

Donald M. Rasmussen

Some features on this profile are disabled
CRD#: 2615837
DR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Michael Rasmussen, who also goes by Don Rasmussen, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 2006. Donald had worked at 5 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Don Rasmussen

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 14, 2019 - December 11, 2019

INSPIRE ADVISORS, LLC

RIA
CRD#: 300279
Charlotte, NC
Past

August 11, 2016 - February 12, 2019

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA
CRD#: 149347
Charlotte, NC
Past

February 28, 2013 - October 5, 2016

QUARTERMASTER WEALTH MANAGEMENT, LLC

RIA
CRD#: 166807
CHARLOTTE, NC
Past

June 4, 2012 - September 5, 2013

WE-CARE INVESTMENT ADVISORY GROUP

RIA
CRD#: 139786
TEMPLE, TX
Past

April 10, 2012 - May 31, 2012

FA ADVISOR NETWORK, LLC.

RIA
CRD#: 154304
DALLAS, TX
Past

September 10, 2010 - December 31, 2011

FA ADVISOR NETWORK, LLC.

RIA
CRD#: 154304
TEMPLE, TX
Past

March 31, 2006 - December 31, 2010

WE-CARE INVESTMENT ADVISORY GROUP

RIA
CRD#: 139786
TEMPLE, TX

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 | WELLSPRING FINANCIAL | 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 | FREEDOM QUEST FINANCIAL SOLUTIONS | FIDELIS FINANCIAL | CITY 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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam

Current Firm


IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | WELLSPRING FINANCIAL | 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 | FREEDOM QUEST FINANCIAL SOLUTIONS | FIDELIS FINANCIAL | CITY FINANCIAL

CRD#: 300279 / SEC#: 801-114673

RIA
Registered Investment Advisory firm - (2/8/2019 Approved)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts8,363
AUM (Assets Under Management)$ 1,033,380,628

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INSPIRE ADVISORS, LLC

CRD#: 300279

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