BS
Brian J. Sauer
INSPIRE INVESTING
Point Venture, TX
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CRD#: 7263725
BS
Professional summary
Brian Jeffrey Sauer, who also goes by B Jeffrey Sauer, Brian Sauer, Jeff Sauer, Jeffrey Sauer, is a registered financial advisor currently at INSPIRE INVESTING, LLC located in Point Venture, Texas.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
B Jeffrey Sauer | Brian Sauer | Jeff Sauer | Jeffrey Sauer
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) 9/2007 Independent Licensed insurance Agent; Investment Related; Texas; Life, Acc., Health & HMO 2) 12/2018 DC1 LLC; Data analytic software for football coaches; Director; Non Investment Related; Point Venture TX 78645; 0 Hours during trading hours; 15 hours/month; Facilitate transactions of the subscription software through the apple app store/Talk to football coaches about best practices/Update marketing materials/Work with developer on bug fixes/Speak with business partner on strategic approach to market
CRS (Client Relationship Summary) - RIA
Click below to view Brian Jeffrey Sauer'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
October 3, 2024 - Present
INSPIRE INVESTING, LLC
RIA
CRD#: 171988
Point Venture, TX
Past
August 29, 2023 - September 26, 2024
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Giddings, TX
Past
August 29, 2023 - September 26, 2024
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Giddings, TX
Past
September 10, 2020 - August 30, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Point Venture, TX
Past
August 18, 2020 - August 30, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Point Venture, 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".
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(10/3/2024)
IAR
Texas(10/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/18/2020
General Securities Representative ExaminationGeneral 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.
