Mark A. Kollar

KOLLAR WEALTH ADVISORS

Northbrook, IL 60062

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CRD#: 2183640

Professional summary

Mark Augustine Kollar, who also goes by Mark A Kollar, is a registered financial advisor currently at KOLLAR WEALTH ADVISORS, LLC located in Northbrook, Illinois.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Mark has worked at 14 firms and has passed the Series 65, Series 63, Series 2, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark A Kollar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)THE ESTATE PLAN; 1140 FINANCIAL BLVD. #10, RENO, NV 89502; 02/1998; INDEPENDENT CONTRACTOR/CERTIFIED ESTATE PLANNING PROFESSIONAL;1-3 HOURS/MO. 2) ESTATE PLAN ACCOUNTING;NORTHBROOK, IL 60062;03/2005; OWNER,COLLECT FEES FOR FUNDING TRUSTS; 12 HOURS/MO. 3) MYOSITIS ASSOCIATION CUP GOLF CHALLENGE TRUST; CHAIRMAN/FOUNDER/TRUSTEE; NORTHBROOK, IL;7/2008; RAISE MONEY FOR THE MYOSITIS ASSOCIATION WHICH IS A 501(C)3;15-20 HOURS/YEAR. 4) LOYOLA ACADEMY SAILING; BOARD MEMBER; WILMETTE, IL; STARTED 2005;1 HOUR/MO. 5) Kollar Insurance Services; Owner/Insurance Agent; Investment Related; Northbrook, IL; Insurance Sales; Since 11/1995 6) AT COST METALS, LLC; INDEPENDENT AFFILIATE; INVESTMENT RELATED; DALLAS, TX; START DATE 05/2024; 5 HOURS/MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Augustine Kollar's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2010 - Present

KOLLAR WEALTH ADVISORS, LLC

Office #1: One Northbrook Place 5 Revere Drive, Suite 200, Northbrook, IL 60062

RIA

CRD#: 152243

Northbrook, IL

Past

January 4, 2010 - December 31, 2014

KOLLAR WEALTH ADVISORS, LLC

RIA

CRD#: 152243

NORTHBROOK, IL

Past

November 7, 2009 - December 31, 2012

GRADIENT SECURITIES, LLC

CRD#: 127701

NORTHBROOK, IL

Past

January 8, 2008 - November 3, 2009

ALLEGIANT SECURITIES L.L.C.

CRD#: 133912

ROSEMONT, IL

Past

January 4, 2008 - November 3, 2009

ALLEGIANT FINANCIAL ADVISORS, LLC

RIA

CRD#: 141047

MIAMI BEACH, FL

Past

February 2, 2006 - January 2, 2008

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

ROSEMONT, IL

Past

November 28, 2005 - December 21, 2007

J.W. COLE FINANCIAL, INC.

CRD#: 124583

ROSEMONT, IL

Past

February 17, 2004 - November 28, 2005

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

NORTHBROOK, IL

Past

February 17, 2004 - November 28, 2005

CFD INVESTMENTS, INC.

CRD#: 25427

KOKOMO, IN

Past

May 4, 2001 - February 17, 2004

HIGH MARK SECURITIES, INC.

CRD#: 42467

LAKELAND, FL

Past

September 5, 2000 - July 25, 2001

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

August 1, 1995 - August 31, 2000

CFD INVESTMENTS, INC.

CRD#: 25427

KOKOMO, IN

Past

February 24, 1994 - October 18, 1995

JOSEPH ROBERTS & CO., INC.

CRD#: 15971

POMPANO BEACH, FL

Past

June 3, 1992 - December 8, 1992

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

January 27, 1992 - April 3, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

January 27, 1992 - April 3, 1992

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/4/2010)

IAR

Ohio
(2/5/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/2/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 7/21/1995

Non-Member General Securities Examination

General Industry/Product Exam

Series 6

Date: 1/24/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/6/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

KOLLAR WEALTH ADVISORS, LLC

CRD#: 152243 / SEC#:

Illinois

Registered Investment Advisory firm - (1/4/2010 Approved)

Ohio

Registered Investment Advisory firm - (2/5/2016 Approved)

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Contact information

Main Address

One Northbrook Place 5 Revere Drive, Suite 200, Northbrook, IL 60062

Mailing Address

Phone number

(847) 291-4300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 11,893,690

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark A. Kollar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Augustine Kollar's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOLLAR WEALTH ADVISORS, LLC

GRADIENT SECURITIES, LLC

ALLEGIANT SECURITIES L.L.C.

ALLEGIANT FINANCIAL ADVISORS, LLC

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

HIGH MARK SECURITIES, INC.

SIGMA FINANCIAL CORPORATION

CFD INVESTMENTS, INC.

JOSEPH ROBERTS & CO., INC.

NEW ENGLAND SECURITIES

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/1995

Series 63

Date: 7/2/1992

Series 2

Date: 7/21/1995

Series 6

Date: 1/24/1992

Series 26

Date: 8/6/2001

Current Firm

KOLLAR WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KOLLAR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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