Joseph E. Kolb
WICKFORD WEALTH MANAGEMENT
North Kingstown, RI 02852
Some features on this profile are disabled
CRD#: 5557883
Professional summary
Joseph Everett Kolb, CFP® is a registered financial advisor currently at WICKFORD WEALTH MANAGEMENT, LLC located in North Kingstown, Rhode Island.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joseph has worked at 2 firms and has passed the Series 65 exam.
Biography
I’m the proud son of an Air Force Veteran and a loving stay-at-home mom who raised four children. As a military brat, I spent my early years bouncing from Oklahoma, where I was born, to Germany, Rhode Island, Illinois, and Montana, before my father retired and settled in Rhode Island.
In 1991 I started Star Medical, a durable medical supply company, which still operates today. Having a passion for financial planning, I went back to school earning a bachelor’s degree in Business Studies from Southern New Hampshire University and the CERTIFIED FINANCIAL PLANNER™ designation from Bryant University.
To add practical experience, I went to work for a large registered investment advisory firm where I spent almost five years. As I worked my way from Associate to the Director of Financial Planning, I could only describe my experience as a baptism by fire. While difficult at times, it would be impossible to replace the magnitude of real-world experience gained and I consider my time their to have been invaluable. Frustrated by the inability to focus my time exclusively on clients, I decided to start my own firm and since 2012, I have had the great pleasure of helping families, all while doing what I love.
My wife Carrie and I live in Wickford with our two Brussell Griffons, Georgina and Theodore.
Question & Answer
What are your service offerings?
Tax Planning
Insurance Planning
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Do you have an area of expertise or specialization?
Baby Boomers
Charitable Giving
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
LGBT Couples and Families
What is your minimum asset requirement?
500K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Everett 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®
CFP®
Start date: 2011
Experience
Current
September 12, 2012 - Present
WICKFORD WEALTH MANAGEMENT, LLC
Office #1: 16 West Main Street, North Kingstown, RI 02852RIA
CRD#: 164675
North Kingstown, RI
Past
August 29, 2008 - September 13, 2012
STRATEGICPOINT INVESTMENT ADVISORS LLC
RIA
CRD#: 124636
PROVIDENCE, RI
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
Massachusetts(6/28/2019)
IAR
Rhode Island(9/12/2012)
Current Firm
WICKFORD WEALTH MANAGEMENT, LLC
K AND K ADVISORY, LLC | WICKFORD WEALTH MANAGEMENT, LLC | KOLB WEALTH MANAGEMENT, LLC | KOLB & COMPANY, LLC
CRD#: 164675 / SEC#:
Massachusetts
Registered Investment Advisory firm - (6/28/2019 Approved)Rhode Island
Registered Investment Advisory firm - (8/30/2012 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
16 West Main Street, North Kingstown, RI 02852
Mailing Address
Phone number
(401) 273-7300
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 219 |
| AUM (Assets Under Management) | $ 65,438,143 |
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
WICKFORD WEALTH MANAGEMENT, LLC
CRD#: 164675North Kingstown, RI 02852TRUST BUT VERIFY
Monitor Joseph Kolb
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
