Winch Financial
44yrs
Top advisor by experience in Appleton
26yrs
Patrick Daniel Collar
Financial advisor at Collar Capital Management
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 74% of advisors nationwide
Office3 Pierce Court, Appleton, WI 54914
How the firm is paid ?Percent of assets, Flat fee
States licensed ?2 states
Services through Collar Capital Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2009 – nowCollar Capital Management, LLCCurrent firm
- Jun 2009 – Dec 2009Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Jul 2005 – Apr 2007Morgan Stanley DW Inc.Previously
- 2001 – 2005Citigroup Global Markets Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Collar Capital Management at 920-830-1556 and ask for Patrick Daniel Collar. Patrick works from the Appleton, WI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2001, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Collar Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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