Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Hartford Kolb is a financial advisor with over 30 years of experience in the industry. Richard is a Certified Financial Planner and is registered with Inspirion Wealth Advisors, LLC in Illinois, Florida and Texas. Richard has previously been registered with LPL Financial LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Richard currently holds licenses for Series 7, 24 and 63. Richard's primary office location is in Libertyville, Illinois but Richard also maintains an office in Longboat Key, Florida. Richard specializes in providing financial planning, portfolio management and selection of other advisors. Richard primarily works with individuals and families and offers a wide range of services such as fixed insurance, real estate rentals and charitable work.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
10/16/2012 - Present
Inspirion Wealth Advisors, LLC (LIBERTYVILLE IL)
IL
04/29/2005 - 11/29/2012
LPL FINANCIAL LLC (LIBERTYVILLE IL)
MN
01/06/1992 - 04/29/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/06/1992 - 04/29/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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