ZT
Zachary M. Tornquist
INSPIRE ADVISORS
Meridian, ID 83646
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CRD#: 6768874
ZT
Professional summary
Zachary Michael Tornquist, who also goes by Jackson Tornquist, Zac Tornquist, is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Meridian, Idaho and INSPIRE INVESTING, LLC located in Meridian, Idaho.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zachary has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jackson Tornquist | Zac Tornquist
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) Inspire Investing LLC; Meridian, ID; Investment Related; Started 3/9/2023; Financial Services; Product Specialist; Sales and service of Inspire ETF's, SMA's and other product offers; 160 hours per month with 0 hours during securities trading hours. 2) Inspire Advisors LLC; Meridian, ID; Investment Related; Started 7/13/2023; Financial Advising; Financial Advisor; Provide financial advise to clients; 40 hours per month with 0 hours during securities trading hours .
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Michael Tornquist'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
July 11, 2023 - Present
INSPIRE ADVISORS, LLC
Office #1: 3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646RIA
CRD#: 300279
Meridian, ID
Current
July 11, 2023 - Present
INSPIRE INVESTING, LLC
Office #1: 3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646RIA
CRD#: 171988
Meridian, ID
Past
May 11, 2023 - April 5, 2024
FORESIDE FINANCIAL SERVICES, LLC
BD
CRD#: 148477
PORTLAND, ME
Past
January 14, 2023 - March 14, 2023
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Bassett, VA
Past
January 12, 2023 - March 14, 2023
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
April 28, 2022 - August 8, 2022
ROBINHOOD FINANCIAL, LLC
BD
CRD#: 165998
Charlotte, NC
Past
February 20, 2020 - April 4, 2022
KESTRA PRIVATE WEALTH SERVICES, LLC
RIA
CRD#: 155193
Aberdeen, WA
Past
October 16, 2019 - April 4, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Aberdeen, WA
Past
March 28, 2017 - November 6, 2019
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
SHELTON, WA
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".
II
INSPIRE INVESTING, LLC
CHRISTIAN WEALTH MANAGEMENT | NETZLY, ROBERT | INSPIRE INVESTING, LLC | INSPIRE | CWM ADVISORS, LLC
CRD#: 171988 / SEC#: 801-108947
RIA
Registered Investment Advisory firm - (1/20/2017 Approved)California
Registered Investment Advisory firm - (2/23/2017 Terminated)Indiana
Registered Investment Advisory firm - (1/25/2017 Terminated)Louisiana
Registered Investment Advisory firm - (1/25/2017 Terminated)Ohio
Registered Investment Advisory firm - (1/25/2017 Terminated)Oklahoma
Registered Investment Advisory firm - (1/24/2017 Terminated)Tennessee
Registered Investment Advisory firm - (1/24/2017 Terminated)Texas
Registered Investment Advisory firm - (1/24/2017 Terminated)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(7/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/9/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
II
INSPIRE INVESTING, LLC
CHRISTIAN WEALTH MANAGEMENT | NETZLY, ROBERT | INSPIRE INVESTING, LLC | INSPIRE | CWM ADVISORS, LLC
CRD#: 171988 / SEC#: 801-108947
RIA
Registered Investment Advisory firm - (1/20/2017 Approved)California
Registered Investment Advisory firm - (2/23/2017 Terminated)Indiana
Registered Investment Advisory firm - (1/25/2017 Terminated)Louisiana
Registered Investment Advisory firm - (1/25/2017 Terminated)Ohio
Registered Investment Advisory firm - (1/25/2017 Terminated)Oklahoma
Registered Investment Advisory firm - (1/24/2017 Terminated)Tennessee
Registered Investment Advisory firm - (1/24/2017 Terminated)Texas
Registered Investment Advisory firm - (1/24/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 658-9473
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 463 |
| AUM (Assets Under Management) | $ 2,856,919,716 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
