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Mark Thomas Kollar

HDA WEALTH MANAGEMENT, LLC·POLAND, Ohio
Clean recordHDA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at HDA WEALTH MANAGEMENT, LLC

Michael James Dunham
POLAND, OH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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