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Mark Thomas Kollar

HDA WEALTH MANAGEMENT, LLC·POLAND, Ohio
Unclaimed Profile
3298 STONES THROW AVE, POLAND, OH 44514CRD# 2847301Firm CRD# 317346
01

About

Mark Thomas Kollar is a registered financial advisor based in POLAND, Ohio, affiliated with HDA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HDA WEALTH MANAGEMENT, LLC
HDA WEALTH MANAGEMENT, LLC
AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HDA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2847301
Firm CRD# 317346
No disclosures on file
View on FINRA BrokerCheck →

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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 in POLAND
Michael James Dunham — HDA WEALTH MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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