Unclaimed Profile

Mark David Holmertz

INTEGRYS WEALTH ADVISORS LLC·LIBERTYVILLE, Illinois

SIE, Series 7, Series 24, Series 66CFPClean record27 years registeredINTEGRYS WEALTH ADVISORS LLC

1860 WEST WINCHESTER ROAD, LIBERTYVILLE, IL 60048CRD# 3175086Firm CRD# 165174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark David Holmertz · LIBERTYVILLE, IL

Registration

CRD #3175086 · INTEGRYS WEALTH ADVISORS LLC · 27 years registered

Brand Profile

Not yet started

Career History

PURSHE KAPLAN STERLING INVESTMENTS

Nov 2012 – present

INSPIRION WEALTH ADVISORS, LLC

Oct 2012 – present

LIBERTYVILLE FINANCIAL GROUP, LTD.

Nov 2005 – Jan 2011

LIBERTYVILLE, IL

LPL FINANCIAL LLC

Apr 2005 – Nov 2012

LIBERTYVILLE, IL

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Mar 1999 – Apr 2005

LIBERTYVILLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 4, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSPIRION WEALTH ADVISORS, LLC

CRD 165174 · SEC 801-77181

AUM

$1.1B

Regulatory assets under management

Employees

2,567 client accounts

Services offered by INSPIRION WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSPIRION WEALTH ADVISORS, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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