Inspirion Wealth Advisors, LLC

Inspirion Wealth Advisors, LLC (CRD# 165174) is a financial advisory firm headquartered in Libertyville, IL. They manage $416,000,000 in 1,400 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    416
    MILLION
  • Total Number of Accounts
    1,400
    ACCOUNTS
  • Average Account Value
    $297,143
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
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, FL, IL, MI, MN, NH, OH, TX, WI

Financial Advisors at Inspirion Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Erika L. Bateman
CRD#: 4813330
900 Technology Way, Suite 130, Libertyville, IL 60048
96
Wealthminder
score

Erika Bateman (CRD# 4813330) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 12 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
Myron E. Hazen
CRD#: 4477220
900 Technology Way, Suite 130, Libertyville, IL 60048
96
Wealthminder
score

Myron Hazen (CRD# 4477220) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 14 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.

3
Mark D. Holmertz
CRD#: 3175086
900 Technology Way, Suite 130, Libertyville, IL 60048
96
Wealthminder
score

Mark Holmertz (CRD# 3175086) 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. 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.

4
Richard H. Kolb
CRD#: 2196314
900 Technology Way, Suite 130, Libertyville, IL 60048
96
Wealthminder
score

Richard Kolb (CRD# 2196314) 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. 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.

5
Richard A. Young
CRD#: 2759011
900 Technology Way, Suite 130, Libertyville, IL 60048
93
Wealthminder
score

Richard Young (CRD# 2759011) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 20 years of experience in the finance industry.

6
Noah A. Seidenberg
CRD#: 2172364
900 Technology Way, Suite 130, Libertyville, IL 60048
86
Wealthminder
score

Noah Seidenberg (CRD# 2172364) 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. 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.

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