Unclaimed Profile

William Frederick Koss

KOSS-OLINGER CONSULTING, LLC.·GAINESVILLE, Florida

SIE, Series 1, Series 7, Series 63ChFCClean record40 years registeredKOSS-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. · 40 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KOSS-OLINGER CONSULTING, LLC.

KOSS-OLINGER CONSULTING, LLC.

Oct 1985 – Mar 2023

GAINESVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 63

Registration record

First registered · October 29, 1985

Years registered · 40

Professional designation · ChFC

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 William Frederick Koss offer?

William Frederick Koss specializes in Financial Planning, Investment Management, Wealth Management.

What are William Frederick Koss's credentials?

William Frederick Koss holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Frederick Koss located?

William Frederick Koss is based in GAINESVILLE, Florida, last registered with KOSS-OLINGER CONSULTING, LLC..

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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