Koss-olinger Consulting, LLC

Koss-olinger Consulting, LLC (CRD# 111855) is a financial advisory firm headquartered in Gainesville, FL. They manage $598,258,068 in 2,400 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    598
    MILLION
  • Total Number of Accounts
    2,400
    ACCOUNTS
  • Average Account Value
    $249,274
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, FL, GA, IL, LA, MA, MO, NC, OH, SC, TN, TX

Financial Advisors at Koss-olinger Consulting, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Christopher B. Boyd
CRD#: 4565196
228 Coinbow Circle, Mount Pleasant, SC 29464
96
Wealthminder
score

Christopher Boyd (CRD# 4565196) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Mount Pleasant, SC and has over 15 years of experience in the finance industry. Christopher Boyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kirk E. Klein
CRD#: 2260326
2700-a Nw 43rd St, Gainesville, FL 32606
96
Wealthminder
score

Kirk Klein (CRD# 2260326) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 25 years of experience in the finance industry. Kirk Klein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William F. Koss
CRD#: 713150
2700-a Nw 43rd St, Gainesville, FL 32606
96
Wealthminder
score

William Koss (CRD# 713150) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 19 years of experience in the finance industry.

4
Timothy A. Roark
CRD#: 5949136
2700-a Nw 43rd Street, Gainesville, FL 32606
96
Wealthminder
score

Timothy Roark (CRD# 5949136) 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. Timothy Roark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William J. Rossi
CRD#: 2909610
2700-a Nw 43rd St, Gainesville, FL 32606
96
Wealthminder
score

William Rossi (CRD# 2909610) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 20 years of experience in the finance industry. William Rossi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Brian E. Watson
CRD#: 3181953
2700-a Nw 43rd St, Gainesville, FL 32606
96
Wealthminder
score

Brian Watson (CRD# 3181953) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 18 years of experience in the finance industry. Brian Watson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William D. Olinger
CRD#: 352019
2700-a Nw 43rd St, Gainesville, FL 32606
93
Wealthminder
score

William Olinger (CRD# 352019) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 34 years of experience in the finance industry.

8
William D. Olinger
CRD#: 2289684
2700-a Nw 43rd St, Gainesville, FL 32606
93
Wealthminder
score

William Olinger (CRD# 2289684) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 21 years of experience in the finance industry.

9
Shannon L. Hord
CRD#: 5893794
2700-a Nw 43rd Street, Gainesville, FL 32606
89
Wealthminder
score

Shannon Hord (CRD# 5893794) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 2 years of experience in the finance industry.

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