Unclaimed Profile

William David Olinger

KOSS-OLINGER CONSULTING, LLC.·GAINESVILLE, Florida

Clean recordKOSS-OLINGER CONSULTING, LLC.

2700-A NW 43RD STREET, GAINESVILLE, FL 32606CRD# 352019Firm CRD# 111855

Profile Verification

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

Identity

William David Olinger · GAINESVILLE, FL

Registration

CRD #352019 · KOSS-OLINGER CONSULTING, LLC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William David Olinger 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

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

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# 352019

Firm CRD# 111855

View on FINRA BrokerCheck →

Looking for a financial advisor in GAINESVILLE?

Browse all registered financial advisors in GAINESVILLE, Florida or claim this profile if it's yours.

Browse GAINESVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William David Olinger offer?

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

What are William David Olinger's credentials?

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

Where is William David Olinger located?

William David Olinger 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 David Olinger charge for services?

William David Olinger'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →