Joshua Wind
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.
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.
Location
Meridian, ID 83646
Credentials
Series 63, Series 65
Industry experience
9 years
Joshua Wind is a financial advisor at Inspire Advisors, LLC with nine years of industry experience. He previously worked at LPL Financial, LLC and U.S. Bancorp Investments, Inc., as well as U.S. Bank. Wind holds Series 63 and Series 65 licenses and is also an independent licensed insurance agent in Idaho, focusing on accident and health, life, variable life, and variable annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of investment strategies, including index-based and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.
Based on Inspire Advisors, LLC
$100 to $100,000 depending on complexity and scope, 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% Or Negotiable
$100 to $500 per hour, negotiable
3597 E Monarch Sky Ln, Suite 330
Meridian, ID 83646
Idaho
Inspire Advisors, LLC
2025 - Present (1 year)
LPL Financial, LLC
2022 - 2025 (3 years)
U.S. Bancorp Investments, Inc.
2016 - 2022 (6 years)
U.S. Bank
2014 - 2018 (4 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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