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Mark Thomas Kollar

HDA WEALTH MANAGEMENT, LLC·POLAND, Ohio
SIE, Series 3, Series 4, Series 7, Series 24, Series 30, Series 63, Series 65Clean record20 years registeredHDA WEALTH MANAGEMENT, LLC
3298 STONES THROW AVE, POLAND, OH 44514CRD# 2847301Firm CRD# 317346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Thomas Kollar · POLAND, OH
Registration
CRD #2847301 · HDA WEALTH MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

HDA WEALTH MANAGEMENT, LLC
Jan 2022 – present
SA STONE INVESTMENT ADVISORS INC.
Feb 2017 – Feb 2022
Poland, OH
TRUE WEALTH DESIGN, LLC
Jul 2010 – Sep 2010
AKRON, OH
BROKERSXPRESS LLC
Jan 2009 – Jul 2010
POLAND, OH
UBS FINANCIAL SERVICES INC.
Feb 2007 – Sep 2007
CANFIELD, OH
MCDONALD INVESTMENTS INC.
Jan 2006 – Feb 2007
CANFIELD, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 24
Series 30
Series 63
Series 65
Registration record
First registered · January 18, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HDA WEALTH MANAGEMENT, LLC
CRD 317346 · SEC 801-130528
AUM
$102M
Regulatory assets under management
Employees
2
573 client accounts
Services offered by HDA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HDA WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Mark Thomas Kollar offer?
Mark Thomas Kollar specializes in Financial Planning, Investment Management. Contact their office in POLAND, Ohio for a consultation.
What are Mark Thomas Kollar's credentials?
Mark Thomas Kollar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Thomas Kollar located?
Mark Thomas Kollar is based in POLAND, Ohio, working with HDA WEALTH MANAGEMENT, LLC. Their office serves clients in the POLAND metropolitan area and surrounding communities.
How does Mark Thomas Kollar charge for services?
Mark Thomas Kollar's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HDA WEALTH MANAGEMENT, LLC?
HDA WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HDA WEALTH MANAGEMENT, LLC

Michael James Dunham
POLAND, OH
CFP

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