DM
Daniel F. Mastrolonardo
INSPIRE INVESTING
Meridian, ID 83646
Some features on this profile are disabled
CRD#: 7890054
DM
Professional summary
Daniel Frank Mastrolonardo is a registered financial advisor currently at INSPIRE INVESTING, LLC located in Meridian, Idaho.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Daniel has worked at 1 firm and has passed the Series 65 exam.
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. 10/2023 Oak & Olive Living, LLC; Owner; Not Investment Related; 3597 E Monarch Sky Ln, Ste 330, Meridian ID 83646 ; Amazon Store for selling home living products; 5 hours/week: 25 hours/month (0 hours during trading hours); manage the advertising and inventory levels of the online store. All other aspects are automated or managed by Amazon. 2. 10/2023 Bridal Cry Ministries, LLC; Founder; Not Investment Related; 3597 E Monarch Sky Ln, Ste 330, Meridian ID 83646; Video Podcast for Christian Theology and Ministry ; 5 hours/week: 25 hours/month (0 hours during trading hours); Record content 1x a week and manage the online distribution of content. 3. 8/2020 DFM Consulting Group, Sole Proprietorship; Owner; Not Investment Related; 3597 E Monarch Sky Ln, Ste 330, Meridian ID 83646; Sales and Management Consultant for Small Businesses ; 5 hours/week: 25 hours/month (0 hours during trading hours); bible software program providing theology research and content writing.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Frank Mastrolonardo'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
March 20, 2024 - Present
INSPIRE INVESTING, LLC
Office #1: 3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646RIA
CRD#: 171988
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(3/20/2024)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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
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
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.
