Donald Maynard Kolb
Investment adviser representative at Inspirion Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Inspirion Wealth Advisors, LLCMay 2024 to now
- Baxter Healthcare InternationalJul 2018 to May 2024
- Medline IndustriesOct 2015 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Inspirion Wealth Advisors, LLC
$1.4BAssets managed
955Clients
10Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7986265
- Firm CRD
- 165174