Mark Thomas Kollar
Professional Summary
Mark Thomas Kollar, who also goes by Mark Kollar, is a registered financial advisor currently at HDA WEALTH MANAGEMENT, LLC located in Poland, Ohio. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mark has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 24, Series 30 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mark Kollar
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
HDA WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3298 Stones Throw Ave, Poland, OH 44514Phone Number
(330) 980-0741# of Employees
2SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
916AUM (Assets Under Management)
$159,131,344Similar Advisors
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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.
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Primary Firm SEC Registration
HDA WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(1/2/2022)
(10/18/2022)
(9/1/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Thomas Kollar's CRS (Customer Relationship Summary).
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