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One Northbrook Place 5 Revere Drive, Suite 200, Northbrook, IL 60062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-02-05 |
| IL | RA | APPROVED | 2010-01-04 |
Branch Locations
One Northbrook Place 5 Revere Drive, Suite 200, Northbrook, IL 60062 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Estate Plan Accounting | Rosemont | IL | 03/2005 | Present |
| Kollar Insurance Services | Rosemont | IL | 11/1995 | Present |
| The Estate Plan | Reno | NV | 02/1998 | Present |
| Kollar Wealth Advisors, Llc | Rosemone | IL | 11/2009 | Present |
| At Cost Metals, Llc | Dallas | TX | 05/2024 | 02/2026 |
1)THE ESTATE PLAN; 1140 FINANCIAL BLVD. #10, RENO, NV 89502; 02/1998; INDEPENDENT CONTRACTOR/CERTIFIED ESTATE PLANNING PROFESSIONAL;1-3 HOURS/MO. 2) ESTATE PLAN ACCOUNTING;NORTHBROOK, IL 60062;03/2005; OWNER,COLLECT FEES FOR FUNDING TRUSTS; 12 HOURS/MO. 3) MYOSITIS ASSOCIATION CUP GOLF CHALLENGE TRUST; CHAIRMAN/FOUNDER/TRUSTEE; NORTHBROOK, IL;7/2008; RAISE MONEY FOR THE MYOSITIS ASSOCIATION WHICH IS A 501(C)3;15-20 HOURS/YEAR. 4) LOYOLA ACADEMY SAILING; BOARD MEMBER; WILMETTE, IL; STARTED 2005;1 HOUR/MO. 5) Kollar Insurance Services; Owner/Insurance Agent; Investment Related; Northbrook, IL; Insurance Sales; Since 11/1995
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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