Michael P. Smith
INSPIRE ADVISORS
Dillsburg, PA 17019
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CRD#: 4698779
Professional summary
Michael Paul Smith, CFP® is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Dillsburg, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 2 firms and has passed the Series 66, 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.) OUR FATHER'S HOPE POSITION: Vice-President NATURE: Non-profit organization that provides care / support to orphans, foster children and those who care for them. Specifically through programs which provide necessary clothing, toiletries, personal items as well as educational training, music lessons and other needs as identified. Items are provided through donations and fundraising efforts supported by the local community. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2019 ADDRESS: 14 Broadmoor Dr, Mechanicsburg PA 17055, United States DESCRIPTION: I will be involved in planning activities to help provide strategic direction and oversight to the organization. I will also work with community members and organizations to build relationships that will provide support of this ministry through volunteer efforts, monetary donations and donations of goods. 2.) FFF HOLDINGS, LLC POSITION: Owner NATURE: Ownership of properties for residential and commercial leases INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 12/15/2014 ADDRESS: 1221 S Mountain Rd, Dillsburg PA 17019, United States DESCRIPTION: Care and Maintenance of the property as necessary General business management / reporting Residential: 1143 S Mountain Rd, Dillsburg, PA Residential: 1144 S Mountain Rd, Dillsburg, PA Residential 120 W Harrisburg St, Dillsburg, PA Commercial: 120 W Harrisburg St, Dillsburg, PA Commercial: 124 W Harrisburg St, Dillsburg, PA Commercial: 129 W Harrisburg St, Dillsburg, PA 3.) Licensed Insurance Agent; Start Date: 08/2003; independent life insurance sales - LIFE insurance and LTC (long term care) insurance; AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MN, MO, MS, NC, NJ, NM, NY, OH, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV, WY
CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Smith'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: 2011
Experience
Current
May 19, 2023 - Present
INSPIRE ADVISORS, LLC
Office #1: 124 W Harrisburg St., Dillsburg, PA 17019RIA
CRD#: 300279
Dillsburg, PA
Past
January 6, 2005 - May 26, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Dillsburg, PA
Past
September 17, 2003 - May 26, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Dillsburg, PA
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
Pennsylvania(5/19/2023)
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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