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Mark David Holmertz

INTEGRYS WEALTH ADVISORS LLC·LIBERTYVILLE, Illinois
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1860 WEST WINCHESTER ROAD, LIBERTYVILLE, IL 60048CRD# 3175086Firm CRD# 165174
01

About

Mark David Holmertz is a registered financial advisor based in LIBERTYVILLE, Illinois, affiliated with INTEGRYS WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INSPIRION WEALTH ADVISORS, LLC
INSPIRION WEALTH ADVISORS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at INSPIRION WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3175086
Firm CRD# 165174
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark David Holmertz offer?
Mark David Holmertz specializes in Financial Planning, Investment Management. Contact their office in LIBERTYVILLE, Illinois for a consultation.
What are Mark David Holmertz's credentials?
Mark David Holmertz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark David Holmertz located?
Mark David Holmertz is based in LIBERTYVILLE, Illinois, working with INTEGRYS WEALTH ADVISORS LLC. Their office serves clients in the LIBERTYVILLE metropolitan area and surrounding communities.
How does Mark David Holmertz charge for services?
Mark David Holmertz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRYS WEALTH ADVISORS LLC?
INTEGRYS WEALTH ADVISORS LLC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LIBERTYVILLE
Noah Abram Seidenberg — INSPIRION WEALTH ADVISORS, LLCRichard Hartford Kolb — INSPIRION WEALTH ADVISORS, LLCMichael Robert Roeser — MICHAEL R ROESER AND ASSOCIATES, INC.Thomas Harland Forester — FORESTER CAPITAL MANAGEMENT LTDCharles Edward Lief — RUDWALL WEALTH MANAGEMENT LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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