Mark Thomas Kollar
Investment adviser representative at Hda Wealth Management, LLC
13 yearsExperience
3 statesRegistered in
$159.1MFirm assets
2 yearsFirm in business
Are you Mark Thomas Kollar? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Hda Wealth Management, LLCSep 2021 to now
- Hovanic, Dunham, & AssociatesOct 2017 to now
- Stonex Securities IncJul 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (OH, PA, TX).
Hda Wealth Management, LLC
$159.1MAssets managed
543Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2847301
- Firm CRD
- 317346