Richard A. Young

INSPIRION WEALTH ADVISORS

Libertyville, IL 60048

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CRD#: 2759011

Professional summary

Richard Alan Young is a registered financial advisor currently at INSPIRION WEALTH ADVISORS, LLC located in Libertyville, Illinois.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Richard has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 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, 900 TECHNOLOGY WAY SUITE 130 LIBERTYVILLE, IL 60048, 6/1/2000, 2 HRS/MONTH, CONDUCTS INSURANCE BUSINESS THROUGH VARIOUS INSURANCE COMPANIES FOR FIXED INSURANCE PRODUCTS. 2) 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 Alan Young'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®

None

Experience

Current

October 16, 2012 - Present

INSPIRION WEALTH ADVISORS, LLC

Office #1: 900 Technology Way Suite 130, Libertyville, IL 60048Office #2: 6166 Rolling Rock Ln, Noblesville, IN 46062

RIA

CRD#: 165174

Libertyville, IL

Past

November 16, 2012 - December 31, 2013

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

LIBERTYVILLE, IL

Past

January 27, 2010 - January 26, 2011

LIBERTYVILLE FINANCIAL GROUP, LTD.

RIA

CRD#: 136631

LIBERTYVILLE, IL

Past

December 11, 2009 - November 27, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

LIBERTYVILLE, IL

Past

December 11, 2009 - November 27, 2012

LPL FINANCIAL LLC

CRD#: 6413

LIBERTYVILLE, IL

Past

December 20, 2002 - January 14, 2010

INVESTMENT ADVISORS CORP

RIA

CRD#: 117531

WEST DES MOINES, IA

Past

January 2, 1997 - December 14, 2009

BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

ROSEMONT, IL

Past

July 31, 1996 - December 31, 1996

DICKINSON & CO.

CRD#: 689

DES MOINES, IA

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

Illinois
(10/16/2012)

IAR

Indiana
(9/10/2019)

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

IAR

Series 65

Date: 6/28/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/24/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/30/1996

General Securities Representative 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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Richard A. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Alan Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

LIBERTYVILLE FINANCIAL GROUP, LTD.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVESTMENT ADVISORS CORP

BROKER DEALER FINANCIAL SERVICES CORP.

DICKINSON & CO.

Primary Firm SEC Registration

INSPIRION WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/1999

Series 63

Date: 6/24/1996

Series 7

Date: 7/30/1996

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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