Mark Holmertz, financial advisor Libertyville IL

Mark Holmertz

CRD 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 25 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.

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Professional Designations
Company Name Location Dates Years
Inspirion Wealth Advisors, LLC Libertyville, IL Dec 2014 - Current 9
Purshe Kaplan Sterling Investments Albany, NY Nov 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1999
Contact Info for Mark D. Holmertz
Phone Number: 847-918-9100
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,076
    MILLIONS
  • Total Number of Accounts
    2,567
    ACCOUNTS
  • Average Account Value
    $419,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, IN, KY, MA, MI, MN, NC, NH, NV, NY, OH, PA, SC, TX, UT, WI

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