Mark Thomas Kollar

Employer firm

Hda Wealth Management, LLC CRD 317346

$159M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → Present
  Hovanic, Dunham, & Associates
  Youngstown, OH
• 09/2021 → Present
  Hda Wealth Management, Llc
  Poland, OH
• 07/2013 → Present
  Stonex Securities Inc
  Poland, OH

Previous Registrations

• 2017-02-23 → 2022-02-15
  Stonex Advisors Inc.
  Youngstown, OH
  Birmingham, AL
  Poland, OH
• 2010-07-08 → 2010-09-22
  True Wealth Design, Llc
  Akron, OH
• 2009-01-14 → 2010-07-07
  Brokersxpress Llc
  Poland, OH
  Wake Forest, NC
  Poland, OH
• 2007-02-09 → 2007-09-19
  Ubs Financial Services Inc.
  Canfield, OH
• 2006-01-18 → 2007-02-09
  Keybanc Capital Markets Inc.
  Canfield, OH
  Canfield, OH

Other Businesses

1) Dunham Enterprises D/B/A HDA Wealth Management 3298 Stones Throw Ave Poland, OH 44514 Nature of Business: Investment advice and sales Investment Related: Yes Title: Financial Advisor Start Date: 10/02/2017 Duties:Selling investment and insurance products. Give investment advice. Hours Devoted to Business: 90 Hours Devoted to Business during Market Hours: 90

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-17
• S63 Uniform Securities Agent State Law Examination
  1997-02-21

Other Names

• Mark Thomas Kollar
• Mark Kollar