Mark Kollar has been Chief Compliance Officer and Managing Member of Hda Wealth Management since September 2021, is a control person of the firm and directly owns between 10% and 25% of it.
Hda Wealth Management, LLC is a Poland, OH firm with $159M under management, 543 clients and 2 advisers in one office, as of its March 2026 filing.
Mark Kollar’s longest registration was 4 years at Sa Stone Investment Advisors Inc. (2017–2022). Before joining Hda Wealth Management in 2022, Mark Kollar was registered through Sa Stone Investment Advisors Inc. and True Wealth Design, LLC.
- Hda Wealth Management, LLCCurrent– present · 4 yearsPoland, OH · Adviser representative · Firm CRD 317346
- Sa Stone Investment Advisors Inc.– · 4 yearsPoland, OH · Adviser representative · Firm CRD 174182
- True Wealth Design, LLC– · under a yearAkron, OH · Adviser representative · Firm CRD 143194
- Brokersxpress LLC– · 1 yearPoland, OH · Adviser representative · Firm CRD 127081
- UBS Financial Services Inc.– · under a yearCanfield, OH · Adviser representative · Firm CRD 8174
- McDonald Investments Inc.– · 1 yearCanfield, OH · Adviser representative · Firm CRD 566
Investment adviser representative registrations
Mark Kollar is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2022; the most recent is Pennsylvania, in October 2022.
- OhioSince 2 January 2022
- PennsylvaniaSince 18 October 2022
- TexasResidentSince 1 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 25 September 2013 |
| Series 30 | NFA Branch Manager Examination | 3 March 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 January 2006 |
| Series 3 | National Commodity Futures Examination | 26 November 2001 |
| Series 4 | Registered Options Principal Examination | 11 November 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 February 1997 |
| Series 7 | General Securities Representative Examination | 17 February 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- NFA Branch Manager Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Thomas Kollar
- CRD
- 2847301
- Firm
- Hda Wealth Management · CRD 317346
- Role
- Chief Compliance Officer and Managing Member
- Office
- 3298 STONES THROW AVE, Poland, OH 44514
- Registration
- Investment adviser registration
- In the industry since
- February 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Kollar work?
Mark Kollar has been Chief Compliance Officer and Managing Member of Hda Wealth Management, LLC since September 2021, and is a control person of the firm.
Is Mark Kollar a financial advisor?
Yes. Mark Kollar has a current investment-adviser registration in Ohio, Pennsylvania and Texas, through Hda Wealth Management since January 2022.
How many years of experience does Mark Kollar have?
Mark Kollar has 27 years in the financial industry, since February 1999, across 6 adviser firms.
What exams has Mark Kollar passed?
Mark Kollar has passed 7 licensing exams: the Series 7, Series 63, Series 4, Series 3, Series 65, Series 30 and Series 24. The earliest, the Series 7, was passed in February 1997. FINRA credited Mark Kollar with the SIE, which began in October 2018.
Where did Mark Kollar work before Hda Wealth Management?
Before Hda Wealth Management, Mark Kollar was registered through True Wealth Design, LLC, July 2010 to September 2010; Brokersxpress LLC, January 2009 to July 2010; UBS Financial Services Inc., February 2007 to September 2007; McDonald Investments Inc., January 2006 to February 2007.
Where is Mark Kollar based?
Mark Kollar’s registered office is in Poland, OH.
Is Mark Kollar registered with FINRA?
No. Mark Kollar has no current broker registration.
How can I verify Mark Kollar’s record?
Search CRD 2847301 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Kollar’s full registration record.
