ZS
Zachary Stone
INSPIRE INVESTING
Meridian, ID 83646
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CRD#: 7430276
ZS
Professional summary
Zachary Stone is a registered financial advisor currently at INSPIRE INVESTING, LLC located in Meridian, Idaho.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Zachary has worked at 2 firms and has passed the Series 65 and SIE 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.) Inspire Investing LLC; RIA; Director of Operations; Investment Related; 3597 E Monarch Sky Ln Suite 330 Meridian, ID 83646; Approx # of hours per week during trading hours 40 (fulltime)
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Stone'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
September 9, 2021 - Present
INSPIRE INVESTING, LLC
Office #1: 3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646RIA
CRD#: 171988
Meridian, ID
Past
September 8, 2021 - September 23, 2024
INSPIRE ADVISORS, LLC
RIA
CRD#: 300279
MERIDIAN, 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".
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(9/9/2021)
Exams
State Security Law 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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