A complete list of active advisors currently associated with Kollar Wealth Advisors, LLC
Warmer can help you find a great advisor at Kollar Wealth Advisors, LLC or one who fits your needs even better.
Kollar Wealth Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages roughly $12.4 million across about 40 client relationships and also offers management of variable annuity and variable life products. The firm’s investment process is goal- and risk-based, using fundamental, technical and cyclical analysis to construct portfolios, document objectives in investment policy statements or risk tolerance forms, and perform periodic reviews; it accepts discretionary trading authority for managed accounts. Kollar Wealth may engage sub‑advisors and refer clients to third‑party money managers, acting as a liaison and reviewing custodial statements while retaining responsibility for the client relationship. Distinctive features noted in the brochure include an affiliated insurance agency operated by the firm’s principal, and the disclosure that the principal may receive customary commissions for insurance sales, which the firm identifies as a potential conflict of interest. The firm also discloses a past client dispute and arbitration related to an insurance transaction that was settled—an event the brochure frames as a material disclosure and one that is relatively uncommon among similar independent, solo-practitioner advisory firms.
To learn more about the advisors currently working at Kollar Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Northbrook, IL
| 32
|
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