Unclaimed Profile

Kirk Edward Klein

KOSS-OLINGER CONSULTING, LLC.·GAINESVILLE, Florida

SIE, Series 6, Series 7, Series 63CFP ChFC26 years registeredKOSS-OLINGER CONSULTING, LLC.

2700-A NW 43RD STREET, GAINESVILLE, FL 32606CRD# 2260326Firm CRD# 111855

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kirk Edward Klein · GAINESVILLE, FL

Registration

CRD #2260326 · KOSS-OLINGER CONSULTING, LLC. · 26 years registered

Brand Profile

Not yet started

Career History

KOSS-OLINGER CONSULTING, LLC.

Aug 2000 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · August 7, 2000

Years registered · 26

Professional designations · CFP, ChFC

Disclosure History

2025Civil·Pending

2025Customer Dispute·Pending

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KOSS-OLINGER CONSULTING, LLC.

CRD 111855 · SEC 801-58175

AUM

$1.9B

Regulatory assets under management

Employees

3,016 client accounts

Services offered by KOSS-OLINGER CONSULTING, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KOSS-OLINGER CONSULTING, LLC. →

Introduction

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Frequently Asked Questions

What services does Kirk Edward Klein offer?

Kirk Edward Klein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GAINESVILLE, Florida for a consultation.

What are Kirk Edward Klein's credentials?

Kirk Edward Klein holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kirk Edward Klein located?

Kirk Edward Klein is based in GAINESVILLE, Florida, working with KOSS-OLINGER CONSULTING, LLC.. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.

How does Kirk Edward Klein charge for services?

Kirk Edward Klein's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KOSS-OLINGER CONSULTING, LLC.?

KOSS-OLINGER CONSULTING, LLC. has approximately 34 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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