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Donald Maynard Kolb

Inspirion Wealth Advisors, LLC

Libertyville, IL

CRD 7986265

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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 2025-04-07
  • IL RA
    APPROVED
    Since 2025-04-07

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
Inspirion Wealth Advisors Libertyville IL 05/2024 Present
Baxter Healthcare International Deerfield IL 07/2018 05/2024
Medline Industries Finance Analyst IL 10/2015 07/2018
  • 05/2024 → Present
    Inspirion Wealth Advisors
    Libertyville, IL
  • 07/2018 → 05/2024
    Baxter Healthcare International
    Deerfield, IL
  • 10/2015 → 07/2018
    Medline Industries
    Finance Analyst, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-07
  • S65 Uniform Investment Adviser Law Examination
    2025-04-07

View on SEC IAPD

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