Joseph Everett Kolb
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Risk Management & Insurance
- Retirement Planning
- Business Services
- Financial Planning
- Estate & Legacy Planning
- Investment Management
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
K AND K ADVISORY, LLC | WICKFORD WEALTH MANAGEMENT, LLC | KOLB WEALTH MANAGEMENT, LLC | KOLB & COMPANY, LLC
Contact Information
Main Address
16 West Main Street, North Kingstown, RI 02852Phone Number
(401) 273-7300# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
209AUM (Assets Under Management)
$71,394,270Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/28/2019)
(9/12/2012)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Joseph Everett Kolb's CRS (Customer Relationship Summary).
Services Offered by Joseph
- Tax Planning
- Risk Management & Insurance
- Retirement Planning
- Business Services
- Financial Planning
- Estate & Legacy Planning
- Investment Management
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CITIZENS SECURITIES, INC.