Richard Hartford Kolb

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → Present
  Inspirion Wealth Advisors Llc
  Libertyville, IL

Previous Registrations

• 2005-04-29 → 2012-11-29
  Lpl Financial Llc
  Libertyville, IL
• 2005-09-14 → 2011-01-26
  Libertyville Financial Group, Ltd.
  Libertyville, IL
• 1997-12-04 → 2005-04-29
  Ameriprise Financial Services, Llc
  Libertyville, IL

Other Businesses

1. FIXED INSURANCE AGENT; 3 HOURS PER MONTH; INVESTMENT-RELATED 2. REAL ESTATE RENTALS; OWNS REAL ESTATE PROPERTIES; 1 HOUR PER MONTH 3. MICHAEL MATTERS ORG.; NOT INVESTMENT RELATED; 22 WEST WASHINGTON ST. SUITE 1600 CHICAGO IL 60602; 1/1/2016; APPROXIMATELY 4 HOURS A MONTH / 0 DURING BUSINESS HOURS; TREASURER ON BOARD 4. Kolb Irrevocable Trust; trustee 5. Libertyville Financial Group, LLC; owner; not investment related; management company; 2004; 0; 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-12-23

Designations

• Certified Financial Planner