Unclaimed Profile

William Frederick Koss

KOSS-OLINGER CONSULTING, LLC.·GAINESVILLE, Florida

Clean recordKOSS-OLINGER CONSULTING, LLC.

2700-A NW 43RD STREET, GAINESVILLE, FL 32606CRD# 713150Firm CRD# 111855

Profile Verification

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

Identity

William Frederick Koss · GAINESVILLE, FL

Registration

CRD #713150 · KOSS-OLINGER CONSULTING, LLC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Frederick Koss is a registered financial advisor based in GAINESVILLE, Florida, affiliated with KOSS-OLINGER CONSULTING, LLC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KOSS-OLINGER CONSULTING, LLC.

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 713150

Firm CRD# 111855

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Frederick Koss offer?

William Frederick Koss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GAINESVILLE, Florida for a consultation.

What are William Frederick Koss's credentials?

William Frederick Koss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Frederick Koss located?

William Frederick Koss 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 William Frederick Koss charge for services?

William Frederick Koss'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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