CoverProfile

Mark Holmertz

Financial Advisor

Inspirion Wealth Advisors

United States, Illinois, Libertyville

About Me

Mark Holmertz has over 31 years of financial services experience. He began his career in 1989 at Trustmark Insurance Company, where he progressed from programmer trainee to assistant vice president in Voluntary Products Systems. In 1999, he began his financial advisory career with American Express Financial. He has been with Inspirion Wealth Advisors since its inception in 2012. Over the past 10 years, Mark has had a strategic partnership with Richard Young to transition Richard’s clients into Mark’s practice. They continue to work together to bring in new clients. Mark holds a BA in Computer Science from North Park University. He earned the Certified Employee Benefits Specialist (CEBS) d

View more

Profile Information

Financial Advisor

Inspirion Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Libertyville

Illinois

United States

Jan 9, 2025

Work Experience

Inspirion Wealth Advisors

Financial Advisor
Nov 2012 - Present
Email: mholmertz@inspirionwealth.com

More profiles to browse

Profile Photo
Noah Seidenberg
Managing Partner
RY
Richard Young
Financial Advisor
Profile Photo
Peter Kolb
Financial Advisor
Profile Photo
Mike Hazen
Certified Financial Planner and Financial Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc