Inspirion Wealth Advisors, LLC

Inspirion Wealth Advisors, LLC (CRD# 165174) is a financial advisory firm headquartered in Libertyville, IL. They manage $703,839,937 in 2,066 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    704
    MILLION
  • Total Number of Accounts
    2,066
    ACCOUNTS
  • Average Account Value
    $340,678
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, KY, MI, MN, NH, NY, OH, TX, UT, WI

Financial Advisors at Inspirion Wealth Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Erika L. Bateman
CRD#: 4813330
900 Technology Way, Suite 130, Libertyville, IL 60048

Erika Bateman (CRD# 4813330) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 16 years of experience in the finance industry. Erika Bateman 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.

2
Mary Erl
CRD#: 4595727
900 Technology Way, Suite 130, Libertyville, IL 60048

Mary Erl (CRD# 4595727) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 17 years of experience in the finance industry. Mary Erl 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.

3
Myron E. Hazen
CRD#: 4477220
900 Technology Way, Suite 130, Libertyville, IL 60048

Myron Hazen (CRD# 4477220) 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. Myron Hazen 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.

4
Mark D. Holmertz
CRD#: 3175086
900 Technology Way, Suite 130, Libertyville, IL 60048

Mark Holmertz (CRD# 3175086) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 21 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.

5
Richard H. Kolb
CRD#: 2196314
900 Technology Way, Suite 130, Libertyville, IL 60048

Richard Kolb (CRD# 2196314) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 28 years of experience in the finance industry. Richard Kolb 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.

6
Richard H. Kolb
CRD#: 6996271
900 Technology Way, Suite 130, Libertyville, IL 60048

Richard Kolb (CRD# 6996271) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 2 years of experience in the finance industry. Richard Kolb 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.

7
Noah A. Seidenberg
CRD#: 2172364
900 Technology Way, Suite 130, Libertyville, IL 60048

Noah Seidenberg (CRD# 2172364) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 29 years of experience in the finance industry. Noah Seidenberg 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.

8
Richard A. Young
CRD#: 2759011
900 Technology Way, Suite 130, Libertyville, IL 60048

Richard Young (CRD# 2759011) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 24 years of experience in the finance industry.

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