Brian S. Mcdowell

INSPIRE ADVISORS

La Grande, OR 97850

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CRD#: 2982847

Professional summary

Brian Sun Eagleheart Mcdowell, AIF®, who also goes by Brian Sun Eagleheart, Brian Sun Mcdowell, is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in La Grande, Oregon.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brian has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Sun Eagleheart | Brian Sun Mcdowell

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) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2019; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: LICENSED INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; (2) NAME OF OTHER BUSINESS: OREGON BUSINESS DEVELOPMENT DEPARTMENT aka OREGON BUSINESS; INVESTMENT RELATED: NO; ADDRESS: Badgley Hall - EOU, Room 234B, K Ave., La Grande, OR 97850; NATURE OF BUSINESS: ECONOMIC, BUSINESS, AND COMMUNITY DEVELOPMENT; START DATE: 04/2017; POSITION/TITLE/RELATIONSHIP: REGIONAL DEVELOPMENT OFFICER; APX NUMBER OF HOURS PER MONTH: 80 APX NUMBER OF HOURS DURING TRADING HOURS/MONTH: 30 BRIEF DESCRIPTION OF DUTIES: Support local business, economic, and community development efforts across three counties on behalf of the State of Oregon. (3) NAME OF OTHER BUSINESS: EXP REALTY, LLC; INVESTMENT RELATED: NO; ADDRESS: 375 N Dewey St, Union, OR 97883. NATURE OF BUSINESS: COMMERCIAL / RESIDENTIAL REAL ESTATE BROKERAGE; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: REAL ESTATE BROKER; APX NUMBER OF HOURS PER MONTH: 8; APX NUMBER OF HOURS DURING TRADING HOURS MONTH: 0; BRIEF DESCRIPTION OF DUTIES: Advise and broker primarily commercial real estate, or identify, prequalify, and refer parties to other professionals for a fee. (4) NAME OF OTHER BUSINESS: DBA OZ INVESTING SERVICES, LLC; INVESTMENT RELATED: YES; ADDRESS: 66172 HIGHWAY 203 STE 327 LA GRANDE, OR 97850; NATURE OF BUSINESS: DBA FOR FINANCIAL SERIVICES OF INSPIRE ADVISORS; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR; APX NUMBER OF HOURS PER MONTH: 80; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (5) NAME OF OTHER BUSINESS: HSD4L, LLC; INVESTMENT RELATED: NO; ADDRESS: 1718 CAPITOL AVENUE CHEYENNE, WY 82001; NATURE OF BUSINESS: HOLDING MANAGEMENT COMPANY; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER MONTH: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR MANAGEMENT OF INCOME AND TAX REPORTING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Sun Eagleheart Mcdowell's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 25, 2024 - Present

INSPIRE ADVISORS, LLC

Office #1: 66172 Highway 203 Ste 327 Hot Lake Springs Resort, La Grande, OR 97850

RIA

CRD#: 300279

La Grande, OR

Past

March 21, 2024 - November 27, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 6390

PORTLAND, OR

Past

April 12, 2002 - July 31, 2003

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

Past

January 27, 1998 - April 12, 2002

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

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".

INSPIRE ADVISORS, LLC

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

Investment Company Products/Variable Contracts Principal Examination

Current Firm

INSPIRE ADVISORS, LLC

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

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INSPIRE ADVISORS, LLC ADV BROCHURE (11/10/2025)

Regulatory assets under management

Total Number of Accounts	8,363
AUM (Assets Under Management)	$ 1,033,380,628

Red Flags

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

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Firm Stability Insights

Brian S. Mcdowell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Sun Eagleheart Mcdowell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

WORLD GROUP SECURITIES, INC.

WMA SECURITIES, INC.

Primary Firm SEC Registration

INSPIRE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2003

Series 63

Date: 1/23/1998

SIE

Date: 10/1/2018

Series 7

Date: 8/11/2003

Series 6

Date: 1/23/1998

Series 10

Date: 7/17/2014

Series 9

Date: 7/3/2014

Series 26

Date: 2/27/1998

Current Firm

INSPIRE ADVISORS, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSPIRE ADVISORS, LLC

TRUST BUT VERIFY

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