TS
Thomas G. Seroogy
INSPIRE ADVISORS
Buffalo, MO
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CRD#: 6076174
TS
Professional summary
Thomas George Seroogy is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Buffalo, Missouri.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Thomas has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 6 and Series 26 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) 11/2024 Done-Right Tax Service, LLC.; Tax Preparation & Consultation; Member/Manager; Not investment related, Buffalo, MO 65622, 40 hours committed per month & during trading hours; Business operations and Individual tax preparation and consultations 2) 11/2013 Author/Writer; Technical Writer - Locks, locksmithing, security; Not investment related, Buffalo, MO 65622, 1 hours committed per month & during trading hours; Duties: writing technical publications 3) 7/2025 Independent Licensed insurance Agent; Investment Related; Buffalo, MO; life insurance (whole, term, variable, universal) 4) 10/2025 Health Trust Financial; Non Insurance Healthcare Company; Independent Representative - Health Care Sharing Ministry Plans; Non Investment Related; 2000 Berryhill Rd, Montgomery, AL; 20 Hours/Month; 5 Hours During trading hours; Offering health care sharing ministry-based health plans to the general public.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas George Seroogy'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
May 27, 2025 - Present
INSPIRE ADVISORS, LLC
RIA
CRD#: 300279
Buffalo, MO
Past
June 29, 2022 - May 16, 2025
PFS INVESTMENTS INC.
RIA
CRD#: 10111
SPRINGFIELD, MO
Past
May 30, 2020 - May 16, 2025
PFS INVESTMENTS INC.
BD
CRD#: 10111
SPRINGFIELD, MO
Past
August 5, 2016 - December 31, 2017
PFS INVESTMENTS INC.
RIA
CRD#: 10111
TEMECULA, CA
Past
August 4, 2016 - December 31, 2017
PFS INVESTMENTS INC.
BD
CRD#: 10111
TEMECULA, CA
Past
January 22, 2014 - July 28, 2016
PFS INVESTMENTS INC.
RIA
CRD#: 10111
TEMECULA, CA
Past
July 17, 2012 - July 28, 2016
PFS INVESTMENTS INC.
BD
CRD#: 10111
TEMECULA, CA
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
Missouri(5/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/30/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
