Richard
Kolb

Inspirion Wealth Advisors, LLC

CRD#2196314
Investment Advisor
in Libertyville, IL

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About this Advisor

Richard Kolb is a financial advisor based in Libertyville, Illinois, working with Inspirion Wealth Advisors, LLC. Richard has previously held a position at Inspirion Wealth Advisors LLC. Richard has passed the Series 63 regulatory exam and is registered to provide services in Florida, Illinois, and Texas. Currently, Richard is part of Inspirion Wealth Advisors, LLC, which operates out of Libertyville, Illinois. The firm has 1 office and 13 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Inspirion Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

900 Technology Way Suite 130
Libertyville, IL 60048

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Inspirion Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,075,813,045

IL Average: $6,674,516,078
Total Number of Employees

13

IL Average: 44
Total Number of Accounts

2,567

IL Average: 2,564
Average Account Size

$419,094

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Richard Kolb Work History

2012 - Present (12 years)

Inspirion Wealth Advisors LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard Kolb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Inspirion Wealth Advisors, LLC

Myron Hazen
Libertyville, IL
Mark Holmertz
Libertyville, IL
Richard Young
Libertyville, IL
Richard Kolb
Libertyville, IL
Noah Seidenberg
Libertyville, IL
Richard Kolb
Libertyville, IL
Peter Kolb
Libertyville, IL
Erika Bateman
Libertyville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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