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RIA / WealthAdvisor34 years in industry

MARK AUGUSTINE KOLLAR

Advisor at KOLLAR WEALTH ADVISORS, LLC

NORTHBROOK, IL

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Search this name across graphsid dfx:ria:9871297a-4d43-0594-ecc9-a52c539aa9fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 17, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KOLLAR WEALTH ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 2, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 2, 1992
First registration: Feb 17, 2004
Dual registered: no
Other names: MARK A KOLLAR
IAPD individual key: 2183640

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KOLLAR WEALTH ADVISORS, LLC	State registered	Jan 4, 2010	n/a	yes	NORTHBROOK, IL	Current employment
KOLLAR WEALTH ADVISORS, LLC	State registered	Jan 4, 2010	Dec 31, 2014	no	NORTHBROOK, IL\|NORTHBROOK, IL\|NORTHBROOK, IL	Previous registration
ALLEGIANT FINANCIAL ADVISORS, LLC	State registered	Jan 4, 2008	Nov 3, 2009	no	MIAMI BEACH, FL	Previous registration
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Feb 2, 2006	Jan 2, 2008	no	ROSEMONT, IL\|TAMPA, FL	Previous registration
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Feb 17, 2004	Nov 28, 2005	no	NORTHBROOK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLEGIANT FINANCIAL ADVISORS, LLC	KOLLAR WEALTH ADVISORS, LLC	Nov 3, 2009	Jan 4, 2010	62	Firm change	Other
J. W. COLE ADVISORS, INC.	ALLEGIANT FINANCIAL ADVISORS, LLC	Jan 2, 2008	Jan 4, 2008	2	Firm change	Other
CREATIVE FINANCIAL DESIGNS, INC.	J. W. COLE ADVISORS, INC.	Nov 28, 2005	Feb 2, 2006	66	Firm change	Other

Relationships

Registered with (4)

→ KOLLAR WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 4, 2010 to Dec 31, 2014factForm ADV
→ ALLEGIANT FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 4, 2008 to Nov 3, 2009factForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Feb 2, 2006 to Jan 2, 2008factForm ADV
→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: previous registration
Feb 17, 2004 to Nov 28, 2005factForm ADV

Dated events

No dated event names this entity yet.