ZT
ZT

Zachary Michael Tornquist

8 Years of Experience
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

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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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 Activities

Zachary works as a product specialist for Inspire Investing LLC, focusing on sales and service of Inspire ETFs and SMAs, dedicating full-time hours to this role. He also works as a financial advisor for Inspire Advisors LLC, spending about a quarter of his time providing financial advice to clients.

Employment History
Current Registrations
Inspire Investing, LLC
July 2023 - Present · 2 yrs 7 mos
Inspire Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Foreside Financial Services, LLCBroker
May 2023 - April 2024 · 11 mos
Charles Schwab & CO., INC.
January 2023 - March 2023 · 2 mos
Charles Schwab & CO., INC.Broker
January 2023 - March 2023 · 2 mos
Robinhood Financial, LLCBroker
April 2022 - August 2022 · 4 mos
Kestra Private Wealth Services, LLC
February 2020 - April 2022 · 2 yrs 2 mos
Kestra Investment Services, LLCBroker
October 2019 - April 2022 · 2 yrs 6 mos
Key Investment Services LLCBroker
March 2017 - November 2019 · 2 yrs 8 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.