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Peter David Kolb

Inspirion Wealth Advisors, LLC

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About Peter David Kolb

Peter Kolb is an investment advisor representative with Inspirion Wealth Advisors, LLC, a firm headquartered in Libertyville, Illinois. Peter is a Certified Financial Planner and has been a Registered Investment Advisor since 2021. Peter has experience in the financial services industry, having worked at AbbVie Inc. prior to joining Inspirion Wealth Advisors. Peter focuses on working with individuals and families to develop comprehensive financial plans that address their specific needs and goals.

Firm Information

Peter Kolb is currently registered with Inspirion Wealth Advisors, LLC. Inspirion Wealth Advisors, LLC is a registered investment advisor based in Libertyville, Illinois. The firm provides financial planning, portfolio management for individuals and pensions, and selection of other advisors. They manage over $1.23 billion in assets for 2,556 clients. Their client base consists primarily of high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
Inspirion Wealth Advisors, LLC

900 TECHNOLOGY WAY

LIBERTYVILLE, IL 60048

$1.24B

Assets Under Management

Not reported

Total Clients

9

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Peter Kolb’s Registration & Firm History

IL

09/15/2021 - Present

Inspirion Wealth Advisors, LLC (LIBERTYVILLE IL)

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Licenses & Designations

IA

Issued 09/15/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter David Kolb.
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