Mark HolmertzCRD Number: 3175086
Current Firm: Inspirion Wealth Advisors, LLC
Mark Holmertz (CRD# 3175086) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 18 years of experience in the finance industry. Mark Holmertz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nfp Advisor Services, LLC
Lincoln Financial Advisors Corporation
|Inspirion Wealth Advisors, LLC||Libertyville, IL||Jan 2015 - Current||2|
|Integrys Wealth Advisors LLC||Libertyville, IL||Dec 2014 - Current||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Nov 2012 - Current||4|
|Libertyville Financial Group, Ltd.||Libertyille, IL||Nov 2005 - Nov 2012||7|
|Linsco/private Ledger Corp||Libertyville, IL||Apr 2005 - Nov 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 1999|
Total Assets Under Management416MILLIONS
Total Number of Accounts1,400ACCOUNTS
Average Account Value$297,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, MI, MN, NH, OH, TX, WI
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