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Christopher Patrick Collar

Collar Capital Management, LLC

Appleton, WI

Trabuco Canyon, CA

CRD 7564184

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Employer firm

Collar Capital Management, LLC CRD 152325

$176M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Collar Capital Management, Llc

100 West Lawrence St. Suite 418, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-21
  • CA RA
    APPROVED
    Since 2025-07-21

Branch Locations

100 West Lawrence St. Suite 418, Appleton, WI 54911 • United States

Trabuco Canyon, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Svb Securities Llc New York NY 06/2022 11/2022
Boston College Newton MA 08/2020 05/2022
Messari Cranford NJ 11/2022 02/2023
St. Cloud Capital Los Angeles CA 05/2023 04/2025
United States Department Of The Army Fort Irwin CA 05/2015 08/2020
Collar Capital Management, Llc Appleton WI 05/2025 Present
  • 06/2022 → 11/2022
    Svb Securities Llc
    New York, NY
  • 08/2020 → 05/2022
    Boston College
    Newton, MA
  • 11/2022 → 02/2023
    Messari
    Cranford, NJ
  • 05/2023 → 04/2025
    St. Cloud Capital
    Los Angeles, CA
  • 05/2015 → 08/2020
    United States Department Of The Army
    Fort Irwin, CA
  • 05/2025 → Present
    Collar Capital Management, Llc
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-21
S63 Uniform Securities Agent State Law Examination 2022-07-18
  • S65 Uniform Investment Adviser Law Examination
    2025-07-21
  • S63 Uniform Securities Agent State Law Examination
    2022-07-18
Other Names
  • Chris Collar

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
PRIVATE CLIENT SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

BRANDY LYNN DEBROUX
LEIGH ANN THERN
Matthew C Bush

Nearby Offices

MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI

More in Appleton, WI

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