Advisor at Inspire Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Inspire Advisors, LLC
Location
Chaseburg, WI
Credentials
Series 63, Series 66
Industry experience
5 years
Financial planning fixed fees range from $100 to $100,000, negotiable.
$0 - $49,999: 1.50% $50,000 - $124,999: 1.25% $125,000 - $249,999: 1.15% $250,000 - $499,999: 1.10% $500,000 - $999,999: 1.05% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000+: 0.75%
Certain associated persons are registered representatives and may receive commissions from securities transactions separate from advisory fees.
Financial planning hourly fees range from $100 to $500 per hour, negotiable.
Fee-only: Financial planning fees: fixed fees ranging from $100 to $100,000; hourly fees from $100 to $500 per hour, both negotiable.
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2025 - Present (1 year)
Family Vision Center of La Crosse
2023 - 2025 (2 years)
Thrivent Financial
2018 - 2023 (5 years)
Thrivent Investment Management Inc
2018 - 2023 (5 years)
CenturyLink
1999 - 2018 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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