JL
Joseph Lipp
INSPIRE ADVISORS
Ocean Grove, NJ 07756
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CRD#: 7926642
JL
Professional summary
Joseph Lipp, who also goes by Joey Lipp, is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Ocean Grove, New Jersey.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joseph has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joey Lipp
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.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Lipp'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
November 5, 2025 - Present
INSPIRE ADVISORS, LLC
Office #1: 63 Main Ave, Ocean Grove, NJ 07756RIA
CRD#: 300279
Ocean Grove, NJ
Past
March 24, 2025 - November 19, 2025
FREEDOM QUEST FINANCIAL SOLUTIONS LLC
RIA
CRD#: 331820
OCEAN GROVE, NJ
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".
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | WELLSPRING FINANCIAL | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | FREEDOM QUEST FINANCIAL SOLUTIONS | FIDELIS FINANCIAL | CITY FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
Registered Investment Advisory firm - (2/8/2019 Approved)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
New Jersey(11/5/2025)
Exams
Current Firm
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | WELLSPRING FINANCIAL | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | FREEDOM QUEST FINANCIAL SOLUTIONS | FIDELIS FINANCIAL | CITY FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
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Contact information
Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 859-6383
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,363 |
| AUM (Assets Under Management) | $ 1,033,380,628 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INSPIRE ADVISORS, LLC
CRD#: 300279Ocean Grove, NJ 07756TRUST BUT VERIFY
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