Koss-olinger Consulting, LLC

Koss-olinger Consulting, LLC (CRD# 111855) is a financial advisory firm headquartered in Gainesville, FL. They manage $1,869,130,545 in 3,016 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,869
    MILLION
  • Total Number of Accounts
    3,016
    ACCOUNTS
  • Average Account Value
    $619,738
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, FL, GA, IL, LA, MA, MO, NC, NV, NY, OH, OK, SC, TN, TX

Financial Advisors at Koss-olinger Consulting, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Mitchell H. Hay
CRD#: 6344587
2700-a Nw 43rd Street, Gainesville, FL 32606

Mitchell Hay (CRD# 6344587) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 8 years of experience in the finance industry.

2
Kirk E. Klein
CRD#: 2260326
2700-a Nw 43rd St, Gainesville, FL 32606

Kirk Klein (CRD# 2260326) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 31 years of experience in the finance industry.

3
Chandler S. Norder
CRD#: 6652518
2700-a Nw 43rd Street, Gainesville, FL 32606

Chandler Norder (CRD# 6652518) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 6 years of experience in the finance industry.

4
William D. Olinger
CRD#: 352019
2700-a Nw 43rd St, Gainesville, FL 32606

William Olinger (CRD# 352019) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 40 years of experience in the finance industry.

5
William D. Olinger
CRD#: 2289684
2700-a Nw 43rd St, Gainesville, FL 32606

William Olinger (CRD# 2289684) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 27 years of experience in the finance industry.

6
Shannon L. Reintgen
CRD#: 5893794
2700-a Nw 43rd Street, Gainesville, FL 32606

Shannon Reintgen (CRD# 5893794) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 8 years of experience in the finance industry.

7
Timothy A. Roark
CRD#: 5949136
2700-a Nw 43rd Street, Gainesville, FL 32606

Timothy Roark (CRD# 5949136) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 12 years of experience in the finance industry.

8
William J. Rossi
CRD#: 2909610
2700-a Nw 43rd St, Gainesville, FL 32606

William Rossi (CRD# 2909610) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 26 years of experience in the finance industry.

9
Brian E. Watson
CRD#: 3181953
2700-a Nw 43rd St, Gainesville, FL 32606

Brian Watson (CRD# 3181953) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 24 years of experience in the finance industry.

10
Brandon D. Hord
CRD#: 6794688
2700-a Nw 43rd Street, Gainesville, FL 32606

Brandon Hord (CRD# 6794688) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 3 years of experience in the finance industry.

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