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GR

Garrett D. Ranz

Some features on this profile are disabled
CRD#: 4851759
GR

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.

Garrett Duane Ranz, CFP®, who also goes by Garrett Duane Ranz, was a registered financial professional .

Garrett is a previously registered financial professional and started their career in finance in 2004. Garrett had worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Garrett Duane Ranz

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.

Blog Corner

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®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Past

May 4, 2021 - December 19, 2022

INSPIRE ADVISORS, LLC

RIA
CRD#: 300279
Springhill, LA
Past

November 8, 2016 - May 22, 2017

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Springhill, LA
Past

November 8, 2016 - May 22, 2017

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Springhill, LA
Past

October 15, 2013 - January 21, 2016

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
SPRINGHILL, LA
Past

October 15, 2013 - January 21, 2016

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
SPRINGHILL, LA
Past

October 1, 2012 - September 25, 2013

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
METAIRIE, LA
Past

October 1, 2012 - September 25, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
METAIRIE, LA
Past

September 23, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
METAIRIE, LA
Past

September 23, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
METAIRIE, LA
Past

January 5, 2010 - August 18, 2011

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
SPRINGHILL, LA
Past

January 5, 2010 - August 18, 2011

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
SPRINGHILL, LA
Past

October 22, 2008 - May 4, 2009

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
SPRINGHILL, LA
Past

March 16, 2005 - May 4, 2009

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
SPRINGHILL, LA
Past

January 5, 2005 - February 9, 2005

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

September 14, 2004 - December 31, 2004

PRO-INTEGRITY SECURITIES, INC.

BD
CRD#: 44707
LONGVIEW, 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
IAR
Series 65
Date: 4/20/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/19/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/22/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/13/2004
General Securities Representative 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 | 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

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 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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