Robert
Kollar

Benjamin F. Edwards & Company, Inc

CRD#6341532
Investment Advisor
in Chesterton, IN

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About this Advisor

Robert Kollar is a financial advisor based in Chesterton, Indiana, who has been in the industry for 10 years. Kollar is on the advisory team at Benjamin F. Edwards & Company, Inc. Over the course of their career, they have held roles at Wells Fargo Advisors Financial Network, LLC, Rko Trading, H And R Block, Pnt Financial and Benjamin F Edwards & Co. Kollar maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Indiana. Benjamin F. Edwards & Company, Inc is a company based out of Chesterton, Indiana. The company has offices in 74 locations and a total of 509 people on staff. It handles $8 billion in total assets among its 29,895 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 66 charitable organizations. Of its 29,895 customer accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually vary depending on which service is provided. However, fees charged by Benjamin F. Edwards & Company, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

751 E Porter Ave Suite 6
Chesterton, IN 46304

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$8,368,791,115

IN Average: $11,469,110,461
Total Number of Employees

509

IN Average: 458
Total Number of Accounts

29,895

IN Average: 33,415
Average Account Size

$279,939

IN Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Kollar Work History

Robert has 10 years of experience.

2019 - Present (3 years)

Benjamin F Edwards & Co

2014 - 2019 (5 years)

Wells Fargo Advisors Financial Network, LLC

2014 - 2014 (< 1 year)

Rko Trading

2013 - 2014 (1 year)

H And R Block

2010 - 2014 (4 years)

Pnt Financial

Disclosures

Robert Kollar has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Susan Lewis
Saint Louis, MO
Daniel Pietroburgo
Springfield, IL
David Hanson
Saint Louis, MO
Timothy Oman
Saint Louis, MO
Julie Nawrocki
Red Bank, NJ
Janie Nelson
Saint Louis, MO
Peter Mccarthy
Saint Louis, MO
Jeremy Jacobs
Saint Louis, MO

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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