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RK

Robert S. Kolb

KOLB WEALTH MANAGEMENT
ROCKLIN, CA 95677
Some features on this profile are disabled
CRD#: 2985157
RK

Professional summary

Robert Steven Kolb, who also goes by Rob Kolb, is a registered financial advisor currently at KOLB WEALTH MANAGEMENT, LLC located in Rocklin, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rob Kolb

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Steven Kolb's 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

January 14, 2026 - Present

KOLB WEALTH MANAGEMENT, LLC

Office #1: 4240 Rocklin Rd Ste 6, Rocklin, CA 95677
RIA
CRD#: 339325
ROCKLIN, CA
Past

June 7, 2022 - January 13, 2026

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Rocklin, CA
Past

February 7, 2018 - March 26, 2018

CORECAP INVESTMENTS, LLC

BD
CRD#: 37068
SOUTHFIELD, MI
Past

January 14, 2015 - February 2, 2017

CORECAP INVESTMENTS, LLC

BD
CRD#: 37068
SOUTHFIELD, MI
Past

January 17, 2007 - December 3, 2014

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
ROCKLIN, CA
Past

April 14, 2004 - January 11, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ROSEVILLE, CA
Past

January 12, 1998 - April 14, 2004

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE

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
California
(1/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/26/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/15/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/26/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/8/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/25/2002
Investment Company Products/Variable Contracts Principal Examination

Current Firm

KW
KOLB WEALTH MANAGEMENT, LLC
KOLB WEALTH MANAGEMENT, LLC

CRD#: 339325 / SEC#:

California
Registered Investment Advisory firm - (1/14/2026 Approved)
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Contact information

Main Address
4240 Rocklin Rd Ste 6, Rocklin, CA 95677
Mailing Address
Phone number
(916) 624-0769
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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.

Company Information

KOLB WEALTH MANAGEMENT, LLC

CRD#: 339325Rocklin, CA 95677

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