Inspired Financial Planners

Inspired Financial Planners (CRD# 305122) is a financial advisory firm headquartered in Gulfport, MS. They manage $48,584,190 in 94 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
P.o. Box 3311, Gulfport, MS 39505
https://www.inspiredfin.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $516,853
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MS, NC, TX

Financial Advisors at Inspired Financial Planners
Showing 1 - 2 of 2 top financial advisors.
1
Patricia Kollath, financial advisor Gulfport MS
Patricia A. Kollath
CRD#: 5512242
Gulfport, MS

Patricia Kollath (CRD# 5512242) is an Investment Advisor Representative working at Inspired Financial Planners in Gulfport, MS and has over 9 years of experience in the finance industry.

2
Germaine Weldon, financial advisor Hendersonville NC
Germaine G. Weldon
CRD#: 1174447
Hendersonville, NC

Germaine Weldon (CRD# 1174447) is an Investment Advisor Representative working at Inspired Financial Planners in Hendersonville, NC and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals