EB
Eric P. Boyum
INSPIRE ADVISORS
Caldwell, ID
Some features on this profile are disabled
CRD#: 5415720
EB
Professional summary
Eric Patrick Boyum is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Caldwell, Idaho.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Eric has worked at 3 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) 04/2008 Independent Insurance Licensed Agent, Idaho ; Investment Related ; Life Insurance, Variable Life, Annuities, Variable Annuities (2) 8/2025 - Eric Boyum - Rebellion to Redemption - Redeeming His Money in a World of Compromise -Author - Caldwell, ID - Investment Related - 40 hours/month, 0 hours During Security Trading - Aligning your heart with God will change the way see and make financial decisions. All royalties are being donated to Family Hope International a 503(c) helping families get out of poverty in Africa. (3) 9/2025 - Eric Boyum - Public Speaker - Caldwell, ID - Investment Related - 0 hours/month, 0 hours During Security Trading - speaker on faith based investing
CRS (Client Relationship Summary) - RIA
Click below to view Eric Patrick Boyum'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®
NoneExperience
Current
February 21, 2023 - Present
INSPIRE ADVISORS, LLC
RIA
CRD#: 300279
Caldwell, ID
Past
April 16, 2013 - March 28, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
CALDWELL, ID
Past
April 15, 2013 - March 28, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
CALDWELL, ID
Past
January 17, 2008 - April 4, 2013
EDWARD JONES
RIA
CRD#: 250
CALDWELL, ID
Past
December 5, 2007 - April 4, 2013
EDWARD JONES
BD
CRD#: 250
CALDWELL, ID
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
Idaho(2/21/2023)
IAR
Texas(11/14/2023)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
