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Thomas George Seroogy

Advisor at Inspire Advisors, LLC — Buffalo, MO

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Credentials

Series 63, Series 65

Experience

11 years

Location

Buffalo, MO

Inspire Advisors, LLC logo

Inspire Advisors, LLC

Multi-team

Total advisors

76

Across 50 offices

Clients per advisor

46 Low

Avg AUM per client

$374,257 Low

HNW client ratio

9% Low

About

Thomas Seroogy is a financial advisor at Inspire Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles including tax preparation and insurance. Outside of advisory work, he is an independent contractor providing tax preparation and consultation services and has experience as a technical writer on locksmithing and security topics. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing using proprietary technology and employs a range of portfolio strategies, including model allocations and proprietary ETFs managed by an affiliated entity.

Client services

Based on Inspire Advisors, LLC

Portfolio management Selection of other advisers Sub-advisory services/consulting

Expertise

Based on Inspire Advisors, LLC

ESG / Sustainable investing

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Fee options

Fixed

$100 to $100,000 depending on complexity and scope, negotiable

Percentage

$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

Project-based

$100 to $500 per hour, negotiable

Location

See office

Buffalo, MO

Buffalo MO

Advisors at this office

1

Most active in

Missouri

Work history

11 years of industry experience

Intuit TurboTax

2026 - Present • 1 year

Buffalo, MO

Inspire Advisors, LLC

2025 - Present • 1 year

Buffalo, MO

Done-Right Tax Services, LLC

2024 - 2025 • 1 year

Buffalo, MO

Jackson Hewitt

2024 - 2025 • 1 year

Springfield, MO

Intuit

2024 - 2024 • 1 year

Mountain View, CA

Jackson Hewitt

2022 - 2023 • 1 year

Billings, MT

Billings Public Schools

2022 - 2024 • 2 years

Billings, MT

PRIMERICA Advisors

2022 - 2025 • 3 years

Springfield, MO

H&R block

2021 - 2022 • 1 year

Laurel, MT

Primerica Advisors

2020 - 2025 • 5 years

Springfield, MO

Heart Butte High School

2018 - 2021 • 3 years

Heart Butte, MT

Choteau High School

2017 - 2018 • 1 year

Choteau, MT

H.S. Bald Enterprises

2014 - 2017 • 3 years

Canyon Lake, CA

Pfs Investments Inc

2012 - 2017 • 5 years

Temecula, CA

Primerica Financial services

2011 - 2025 • 14 years

Springfield, MO

Security Technical Institute

2007 - 2022 • 15 years

Tappan, NY

Disclosures

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Business activities & affiliations

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