Richard Kolb
Richard Kolb is a CFP-designated registered investment advisor at Inspirion Wealth Advisors, LLC, based in Libertyville, IL, with 28 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 928 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inspirion Wealth Advisors only offers investment management through wrap fee accounts. Details on wrap fees are in a separate brochure.
Location
900 Technology Way, Suite 130, Libertyville, IL, 60048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a fixed insurance agent, dedicating minimal time to this activity. He also owns real estate rentals, spending minimal time on them, and serves as treasurer on the board of Michael Matters Org., dedicating minimal time. Richard is also a trustee for Kolb Irrevocable Trust and owner of Libertyville Financial Group, LLC.
Employment History
Current Registrations
Inspirion Wealth Advisors, LLC
Previous Registrations
Libertyville Financial Group, LTD.
LPL Financial LLC
American Express Financial Advisors, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.