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Richard Hartford Kolb

Inspirion Wealth Advisors, LLC

Libertyville, IL

CRD 6996271

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Employer firm

Inspirion Wealth Advisors, LLC CRD 165174

$1.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Inspirion Wealth Advisors, Llc

900 Technology Way Suite 130, Libertyville, IL 60048 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-08-31
  • IL RA
    APPROVED
    Since 2018-08-31

Branch Locations

900 Technology Way Suite 130, Libertyville, IL 60048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baxter International Inc. Deerfield IL 08/2016 06/2018
Inspirion Wealth Advisors, Llc Libertyville IL 07/2018 Present
Other Businesses

1. MICHAEL MATTERS ORG.; NOT INVESTMENT RELATED; 22 WEST WASHINGTON ST. SUITE 1600 CHICAGO IL 60602; 1/1/2016; APPROXIMATELY 4 HOURS A MONTH /DURING BUSINESS HOURS; ON BOARD OF DIRECTORS 2. Premise Wealth, LLC; owner; not investment related; management company; 2022; 0;0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-31
  • S65 Uniform Investment Adviser Law Examination
    2018-08-31
Designations
  • Certified Financial Planner
Other Names
  • Richard Hartford Kolb

View on SEC IAPD

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