Richard H. Kolb

INSPIRION WEALTH ADVISORS

Longboat Key, FL 34228

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CRD#: 2196314

Professional summary

Richard Hartford Kolb JR, CFP® is a registered financial advisor currently at INSPIRION WEALTH ADVISORS, LLC located in Longboat Key, Florida.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Richard has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. FIXED INSURANCE AGENT; 3 HOURS PER MONTH; INVESTMENT-RELATED 2. REAL ESTATE RENTALS; OWNS REAL ESTATE PROPERTIES; 1 HOUR PER MONTH 3. MICHAEL MATTERS ORG.; NOT INVESTMENT RELATED; 22 WEST WASHINGTON ST. SUITE 1600 CHICAGO IL 60602; 1/1/2016; APPROXIMATELY 4 HOURS A MONTH / 0 DURING BUSINESS HOURS; TREASURER ON BOARD 4. Kolb Irrevocable Trust; trustee 5. Libertyville Financial Group, LLC; owner; not investment related; management company; 2004; 0; 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Hartford Kolb JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

October 16, 2012 - Present

INSPIRION WEALTH ADVISORS, LLC

Office #1: 595 Bay Isles Road #125-a, Longboat Key, FL 34228

RIA

CRD#: 165174

Longboat Key, FL

Past

September 14, 2005 - January 26, 2011

LIBERTYVILLE FINANCIAL GROUP, LTD.

RIA

CRD#: 136631

LIBERTYVILLE, IL

Past

April 29, 2005 - November 29, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

LIBERTYVILLE, IL

Past

April 29, 2005 - November 29, 2012

LPL FINANCIAL LLC

CRD#: 6413

LIBERTYVILLE, IL

Past

December 4, 1997 - April 29, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LIBERTYVILLE, IL

Past

January 6, 1992 - April 29, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 6, 1992 - April 29, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INSPIRION WEALTH ADVISORS, LLC

INSPIRION WEALTH ADVISORS, LLC | INTEGRYS WEALTH ADVISORS LLC

CRD#: 165174 / SEC#: 801-77181

RIA

Registered Investment Advisory firm - (10/16/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/25/2019)

IAR

Illinois
(10/16/2012)

IAR

Texas
(10/16/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/23/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/27/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/22/2005

General Securities Principal Examination

Current Firm

INSPIRION WEALTH ADVISORS, LLC

INSPIRION WEALTH ADVISORS, LLC | INTEGRYS WEALTH ADVISORS LLC

CRD#: 165174 / SEC#: 801-77181

RIA

Registered Investment Advisory firm - (10/16/2012 Approved)

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Contact information

Main Address

900 Technology Way Suite 130, Libertyville, IL 60048

Mailing Address

Phone number

(847) 918-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE (2/10/2025)

FORM ADV PART 2A - FIRM BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	2,556
AUM (Assets Under Management)	$ 1,237,818,941

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Richard H. Kolb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Hartford Kolb JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIBERTYVILLE FINANCIAL GROUP, LTD.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

INSPIRION WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/23/1991

Series 7

Date: 12/27/1991

Series 24

Date: 6/22/2005

Current Firm

INSPIRION WEALTH ADVISORS, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSPIRION WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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