DZ
CFP
DZ
CFP

David Edward Zumbusch

30 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

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Location

107 Center Drive, Suite 100, Buffalo, MN, 55313

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is the president of LBZ LLC, a commercial real estate building and leasing company, and a part-owner of agricultural rental land, both requiring minimal time. He is also an insurance agent since 1995.

Employment History
Current Registrations
Inspire Advisors, LLC
February 2020 - Present · 6 yrs
Previous Registrations
Securities America Advisors, INC.
January 2014 - January 2020 · 6 yrs
Securities America, INC.Broker
June 2002 - January 2020 · 17 yrs 7 mos
Ameriprise Financial Services, INC.Broker
March 1995 - December 2005 · 10 yrs 9 mos
Ids Life Insurance CompanyBroker
March 1995 - December 2005 · 10 yrs 9 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.