Unclaimed Profile

Robert Edwin Eberhard

KOSS-OLINGER CONSULTING, LLC.·GAINESVILLE, Florida

SIE, Series 7, Series 24Clean recordKOSS-OLINGER CONSULTING, LLC.

2700-A NW 43RD STREET, GAINESVILLE, FL 32606CRD# 5294508Firm CRD# 111855

Profile Verification

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

Identity

Robert Edwin Eberhard · GAINESVILLE, FL

Registration

CRD #5294508 · KOSS-OLINGER CONSULTING, LLC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Robert Edwin Eberhard offer?

Robert Edwin Eberhard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GAINESVILLE, Florida for a consultation.

What are Robert Edwin Eberhard's credentials?

Robert Edwin Eberhard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Edwin Eberhard located?

Robert Edwin Eberhard 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 Robert Edwin Eberhard charge for services?

Robert Edwin Eberhard'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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