Mark A Kollar, CSA, CEPP and Chief Financial Advisor on PBS First Business in 2009
Mark A Kollar and Gradient Gives Back
Mark Kollar, owner of Kollar Wealth Advisors, LLC, a Registered Investment Advisory Firm, has been in the financial industry for over 24 years. Mr. Kollar makes regular appearances in media outlets across the country. Appearances have included the Chicago Daily Herald, The Christian Science Monitor, Investment News, Hitched Magazine, MSNBC, The Fox Business Channel, CUNA Radio, NBC Channel 5 Chicago, Crain's Chicago Business, ABC Channel 7 Chicago, The Washington Post, CNBC, First Business, US News and World Report, The Wall Street Journal, Boomer Living, Forbes and CLTV. Mark’s areas of expertise are Estate Planning, Retirement Planning and Distribution Planning. Mark has lectured to diverse audiences all over the Chicago Area. Classes have been held on various subjects including Medicaid Asset Protection, What The Attorneys Don’t Want You to Know, Lowering Taxes for Seniors and Protecting Your Assets From Market Risk. Additionally, his Retirement Investing class “How to Protect Your Nest Egg” has been widely attended in the Chicago area. Mark’s stories and style of presentation make confidence in his abilities easy to grasp.
Mark Kollar has been assisting senior investors for the last 18 years. In 1992, Mark became licensed with the National Association of Securities Dealers in Washington, D.C. to offer securities to the public. In 1995, Mark started Kollar Financial Strategies as a Registered Investment Advisory Firm, that was registered with the Securities Exchange Commission in Washington, D.C. and now owns Kollar Wealth Advisors, LLC which is a Registered Investment Advisory Firm registered with the State of Illinois.
Mr. Kollar is a Certified Senior Advisor, a Registered Investment Advisor Representative, and also holds the rare Certified Estate Planning Professional (CEPP) designation. Mark has been personally trained in estate planning by the author of “The Living Trust”, Mr. Henry W. Abts, III, who started the living trust revolution in the United States. Mark is a graduate and member of The Learning Institute for Financial Executives (309 members worldwide). Mark serves on the Board of Directors of Loyola Academy Sailing (a 501(c)3). He is also the founder and chairman of the Myositis Cup Golf Challenge benefiting The Myositis Association. Mr. Kollar resides in Northbrook, Illinois with his wife, Elaine and three daughters, Margaret, Colleen and Erin. Mark enjoys sailing and skiing with his family.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kollar Wealth Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Kollar Wealth Advisors, LLC a Registered Investment Advisor in the State of Illinois. Insurance products and services are offered through Kollar Insurance Services. Kollar Wealth Advisors, LLC and Kollar Insurance Services are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Illinois or where otherwise legally permitted.Linked in | Facebook