Unclaimed Profile

Richard Hartford Kolb

INSPIRION WEALTH ADVISORS, LLC·LIBERTYVILLE, Illinois

Series 7, Series 24, Series 63Clean record28 years registeredINSPIRION WEALTH ADVISORS, LLC

900 TECHNOLOGY WAY, LIBERTYVILLE, IL 60048CRD# 2196314Firm CRD# 165174

Profile Verification

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

Identity

Richard Hartford Kolb · LIBERTYVILLE, IL

Registration

CRD #2196314 · INSPIRION WEALTH ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

INSPIRION WEALTH ADVISORS, LLC

Oct 2012 – present

LIBERTYVILLE FINANCIAL GROUP, LTD.

Sep 2005 – Jan 2011

LIBERTYVILLE, IL

LPL FINANCIAL LLC

Apr 2005 – Nov 2012

LIBERTYVILLE, IL

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Dec 1997 – Apr 2005

LIBERTYVILLE, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · December 4, 1997

Years registered · 28

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 Richard Hartford Kolb offer?

Richard Hartford Kolb specializes in Financial Planning, Investment Management. Contact their office in LIBERTYVILLE, Illinois for a consultation.

What are Richard Hartford Kolb's credentials?

Richard Hartford Kolb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Hartford Kolb located?

Richard Hartford Kolb is based in LIBERTYVILLE, Illinois, working with INSPIRION WEALTH ADVISORS, LLC. Their office serves clients in the LIBERTYVILLE metropolitan area and surrounding communities.

How does Richard Hartford Kolb charge for services?

Richard Hartford Kolb'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 INSPIRION WEALTH ADVISORS, LLC?

INSPIRION 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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