linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Paul Kolb

Evergreen Wealth Solutions, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Paul Kolb

Michael Kolb is a financial advisor who has been in the industry since 2007. Michael is a CERTIFIED FINANCIAL PLANNER™ professional with a focus on individual investors, corporations and charitable organizations. Michael currently works at Evergreen Wealth Solutions, LLC and previously worked at Commonwealth Financial Network, VOYA FINANCIAL ADVISORS, INC. and Wachovia Securities Financial Network, LLC. Michael has passed several industry exams including the Series 7, Series 66 and SIE exams. Michael is registered to provide investment advice in Pennsylvania.

Firm Information

Michael Kolb is currently registered with Evergreen Wealth Solutions, LLC. Evergreen Wealth Solutions, LLC is a registered investment advisor based in Williamsport, PA, with a total of $390,570,332 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Their client base includes individuals, corporations, charitable organizations, and high-net-worth individuals.
Evergreen Wealth Solutions, LLC

1000 COMMERCE PARK DRIVE

WILLIAMSPORT, PA 17701

$390.57M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Kolb’s Registration & Firm History

PA

01/29/2019 - Present

Evergreen Wealth Solutions, LLC (WILLIAMSPORT PA)

PA

09/18/2015 - 04/05/2019

COMMONWEALTH FINANCIAL NETWORK (WILLIAMSPORT PA)

PA

09/29/2010 - 09/17/2015

VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)

PA

05/14/2007 - 10/03/2008

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (MONTOURSVILLE PA)

Not sure if Michael Paul Kolb is right for you?

Licenses & Designations

BOTH

Issued 09/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Paul Kolb.
Not sure if Michael Paul Kolb is right for you?