John Stephen Kollar

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 05/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2013 → 06/2019
  Retired
  St. Petersburg, FL

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 2) WILSON, WILSON & COMPANY WEALTH MANAGEMENT, RETIREMENT AND ESTATE PLANNING, 112 44th Ave. N, Saint Petersburg, FL 33703, 10/2023, Employee, Using a Trade Name/dba, NIR, 0 HR/MO - 0 HR/MO TRADING. 3) KOLLAR FAMILY TRUST, 206 NORMAN CT., NORMANDY BEACH NJ 08739, CO-TRUSTEE, REAL ESTATE, 08/2023, NIR, 1 HR/MO - 0 HR/MO TRADING 4) CLOISTERS ON BEACH HOA, 288 Beach Dr Ne, St Petersburg FL 33701, United States, 12/17/2025, Board Member, Volunteer, NIR, 5 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2020-01-29
• S63 Uniform Securities Agent State Law Examination
  2019-09-18