Unclaimed Profile

Robert John Netzly

INSPIRE ADVISORS, LLC·MERIDIAN, Idaho

SIE, Series 7, Series 66Clean record17 years registeredINSPIRE ADVISORS, LLC

3597 E MONARCH SKY LN, MERIDIAN, ID 83646CRD# 5563421Firm CRD# 300279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert John Netzly · MERIDIAN, ID

Registration

CRD #5563421 · INSPIRE ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

INSPIRE INVESTING, LLC

Jan 2015 – present

CREATIVE FINANCIAL DESIGNS, INC.

Jul 2015 – Feb 2017

HOLLISTER, CA

NEXT FINANCIAL GROUP, INC.

May 2011 – Jul 2015

HOLLISTER, CA

WELLS FARGO ADVISORS, LLC

Jan 2011 – May 2011

CARMEL, CA

WELLS FARGO INVESTMENTS, LLC

Nov 2008 – Jan 2011

CARMEL, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 12, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSPIRE ADVISORS, LLC

CRD 300279 · SEC 801-114673

AUM

$835M

Regulatory assets under management

Employees

2,857 client accounts

Services offered by INSPIRE ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INSPIRE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert John Netzly offer?

Robert John Netzly specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MERIDIAN, Idaho for a consultation.

What are Robert John Netzly's credentials?

Robert John Netzly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert John Netzly located?

Robert John Netzly is based in MERIDIAN, Idaho, working with INSPIRE ADVISORS, LLC. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.

How does Robert John Netzly charge for services?

Robert John Netzly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSPIRE ADVISORS, LLC?

INSPIRE ADVISORS, LLC has approximately 45 employees and manages $835M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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