Inspirion Wealth Advisors, LLC

Inspirion Wealth Advisors, LLC (CRD# 165174) is a financial advisory firm headquartered in Libertyville, IL. They manage $915,284,686 in 2,383 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    915
    MILLION
  • Total Number of Accounts
    2,383
    ACCOUNTS
  • Average Account Value
    $384,089
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Inspirion Wealth Advisors, LLC
Showing 1 - 9 of 9 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 19 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 21 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 22 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 24 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 32 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 5 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 32 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 27 years of experience in the finance industry.

9
Peter D. Kolb
CRD#: 7418478
900 Technology Way, Suite 130, Libertyville, IL 60048

Peter Kolb (CRD# 7418478) 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. Peter 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.

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