Joseph Kolb, financial advisor North Kingstown RI

Joseph Kolb

CRD Number: 5557883
Current Firm: Wickford Wealth Management, LLC

Joseph Kolb (CRD# 5557883) is an Investment Advisor Representative working at Wickford Wealth Management, LLC in North Kingstown, RI and has over 15 years of experience in the finance industry. Joseph Kolb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Michael Aaronson, financial advisor North Kingstown RI
Michael D. Aaronson
CRD# 4318531
Integrated Wealth Concepts LLC
Similar Advisors
Christopher Abbate, financial advisor North Kingstown RI
Christopher M. Abbate
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Joseph Abbate, financial advisor North Kingstown RI
Joseph A. Abbate
CRD# 836683
Rbc Capital Markets, LLC
Professional Designations
Company Name Location Dates Years
Wickford Wealth Management, Llc (formerly Kolb & Company, Llc) Providence, RI Sep 2012 - Current 11
Strategicpoint Investment Advisors Providence, RI Mar 2008 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Joseph E. Kolb
Phone Number: (401) 273-7300
Registered State(s):
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $276,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA, RI

Ready to hire a financial advisor? Get competitive proposals from Joseph Kolb and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.