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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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ZT

Zachary M. Tornquist

INSPIRE ADVISORS
Meridian, ID 83646
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Michael Tornquist's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 11, 2023 - Present

INSPIRE ADVISORS, LLC

Office #1: 3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
RIA
CRD#: 300279
Meridian, ID
Current

July 11, 2023 - Present

INSPIRE INVESTING, LLC

Office #1: 3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
RIA
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
IAR
Series 65
Date: 1/7/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/8/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/9/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/28/2017
Investment Company Products/Variable Contracts Representative Examination

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
33

SEC notice filing (15 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 INVESTING, LLC DISCLOSURE BROCHURE (3/19/2026)

Regulatory assets under management

Total Number of Accounts455
AUM (Assets Under Management)$ 3,962,234,942

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 INVESTING, LLC

CRD#: 171988Meridian, ID 83646

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