Unclaimed Profile

William David Olinger

KOSS-OLINGER CONSULTING, LLC.·GAINESVILLE, Florida

SIE, Series 1, Series 7TO, Series 24, Series 6340 years registeredKOSS-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. · 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 – Apr 2026

GAINESVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 63

Registration record

First registered · October 29, 1985

Years registered · 40

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 William David Olinger offer?

William David Olinger specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with KOSS-OLINGER CONSULTING, LLC..

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.

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