BM
Brian S. Mcdowell
INSPIRE ADVISORS
La Grande, OR 97850
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CRD#: 2982847
BM
Brian Sun Eagleheart McdowellINSPIRE ADVISORS
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.
At a Glance
Always Fiduciary
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) 10/2019 Licensed Independent Insurance Agent; Fixed Insurance with various companies; Investment Related; Registered Location; Less than 1 hour/week & during trading hours; Life, Health, Disability, Annuities & Long Term Care. (2) 4/2017 Oregon Business Development Department aka Oregon Business; Regional Development Officer; Economic, Business, and Community Development; Non-Investment Related; Badgley Hall - EOU, Room 234B, K Ave., La Grande, OR 97850; 80 hours/month; 30 hours during trading hours/month; support local business, economic, and community development efforts across three counties on behalf of the State of Oregon. (3) 6/2022 eXp Realty, LLC; Real Estate Broker; Commercial/Residential Real Estate Brokerage; Non Investment Related; 375 N Dewey St, Union, OR 97883; 8 hours/month; 0 hours during trading hours; Advise and broker primarily commercial real estate, or identify, prequalify, and refer parties to other professionals for a fee. (4) 11/2024 DBA OZ Investing Services, LLC; Managing Director; DBA for Financial Services of Inspire Advisors; Investment Related; 66172 Highway 203 Suite 327, LA Grande, OR 97850; 80 hours/month; 40 hours during trading hours/month; DBA for Financial Services (5) 1/2024 HSD4L, LLC; President; Holding Management Company; Non Investment Related; 1718 Capitol Ave, Cheyenne, WY 82001; 4 hours/month; 0 hours during trading hours; Holding Company for Management of Income & Tax Reporting
CRS (Client Relationship Summary) - RIA
Click below to view Brian Sun Eagleheart Mcdowell'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®
Experience
Current
November 25, 2024 - Present
INSPIRE ADVISORS, LLC
Office #1: 66172 Highway 203 Ste 327 Hot Lake Springs Resort, La Grande, OR 97850RIA
CRD#: 300279
La Grande, OR
Past
March 21, 2024 - November 27, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
La Grande, OR
Past
November 14, 2016 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
La Grande, OR
Past
September 30, 2016 - November 27, 2024
CETERA ADVISORS LLC
BD
CRD#: 10299
La Grande, OR
Past
March 1, 2013 - August 12, 2016
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
OREGON CITY, OR
Past
March 1, 2013 - August 12, 2016
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
OREGON CITY, OR
Past
February 28, 2012 - February 28, 2013
CETERA ADVISORS LLC
RIA
CRD#: 10299
PORTLAND, OR
Past
February 28, 2012 - February 28, 2013
CETERA ADVISORS LLC
BD
CRD#: 10299
PORTLAND, OR
Past
May 14, 2010 - February 28, 2012
PACIFIC WEST FINANCIAL CONSULTANTS INC
RIA
CRD#: 108728
RENTON, WA
Past
May 6, 2010 - February 28, 2012
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
TIGARD, OR
Past
November 29, 2006 - April 27, 2009
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
SAN FRANCISCO, CA
Past
November 29, 2006 - April 27, 2009
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN FRANCISCO, CA
Past
October 23, 2003 - October 31, 2006
PACIFIC WEST FINANCIAL CONSULTANTS INC
RIA
CRD#: 108728
PORTLAND, OR
Past
July 16, 2003 - October 31, 2006
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
PORTLAND, OR
Past
April 12, 2002 - July 31, 2003
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
January 27, 1998 - April 12, 2002
WMA SECURITIES, INC.
BD
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".
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 | MURRAY FINANCIAL GROUP | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | KAIROS KINGDOM WEALTH | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - LAKE NORMAN | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | GOD'S HARVEST WEALTH MANAGEMENT | FREEDOM QUEST FINANCIAL SOLUTIONS | FIDELIS FINANCIAL | CITY FINANCIAL | BIG PICTURE WEALTH | BACKWARDS PLANNING 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
Oregon(11/25/2024)
IAR
Texas(12/5/2025)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 1/23/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
PR
Series 10
Passed: 7/17/2014
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
PR
Series 9
Passed: 7/3/2014
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
PR
Series 26
Passed: 2/27/1998
Investment Company Products/Variable Contracts Principal Examination
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 | MURRAY FINANCIAL GROUP | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | KAIROS KINGDOM WEALTH | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - LAKE NORMAN | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | GOD'S HARVEST WEALTH MANAGEMENT | FREEDOM QUEST FINANCIAL SOLUTIONS | FIDELIS FINANCIAL | CITY FINANCIAL | BIG PICTURE WEALTH | BACKWARDS PLANNING FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
Registered Investment Advisory firm - (2/8/2019 Approved)Loading...
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
63
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,330 |
| AUM (Assets Under Management) | $ 1,332,161,360 |
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.
