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Joseph Everett Kolb

Wickford Wealth Management, LLC

North Kingstown, RI

CRD 5557883

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Employer firm

Wickford Wealth Management, LLC CRD 164675

$71.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Wickford Wealth Management, Llc

16 West Main Street, North Kingstown, RI 02852 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-06-28
RI RA APPROVED 2012-09-12
  • MA RA
    APPROVED
    Since 2019-06-28
  • RI RA
    APPROVED
    Since 2012-09-12

Branch Locations

16 West Main Street, North Kingstown, RI 02852 • 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
Strategicpoint Investment Advisors Providence RI 03/2008 Present
Wickford Wealth Management, Llc (Formerly Kolb & Company, Llc) Providence RI 09/2012 Present
  • 03/2008 → Present
    Strategicpoint Investment Advisors
    Providence, RI
  • 09/2012 → Present
    Wickford Wealth Management, Llc (Formerly Kolb & Company, Llc)
    Providence, RI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-28
  • S65 Uniform Investment Adviser Law Examination
    2008-08-28
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
VERITAS WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

KEVIN MANUEL VIEIRA
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · North Kingstown, RI
VERITAS WEALTH MANAGEMENT · NORTH KINGSTOWN, RI
AMERIPRISE FINANCIAL SERVICES, LLC · NORTH KINGSTOWN, RI

More in North Kingstown, RI

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