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PK

Peter D. Kolb

INSPIRION WEALTH ADVISORS
Libertyville, IL 60048
Some features on this profile are disabled
CRD#: 7418478
PK

Professional summary

Peter David Kolb is a registered financial advisor currently at INSPIRION WEALTH ADVISORS, LLC located in Libertyville, Illinois.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Peter has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter David Kolb'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

September 15, 2021 - Present

INSPIRION WEALTH ADVISORS, LLC

Office #1: 900 Technology Way Suite 130, Libertyville, IL 60048
RIA
CRD#: 165174
Libertyville, IL

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".
IW
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
(9/15/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/15/2021
Uniform Investment Adviser Law Examination

Current Firm

IW
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
13

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,556
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.

Company Information

INSPIRION WEALTH ADVISORS, LLC

CRD#: 165174Libertyville, IL 60048

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