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William Irvin Kissinger

KISSINGER FINANCIAL SERVICES, LLC·HUNT VALLEY, Maryland
KISSINGER FINANCIAL SERVICES, LLC
10155 YORK ROAD, HUNT VALLEY, MD 21030CRD# 1057368Firm CRD# 284871

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Irvin Kissinger · HUNT VALLEY, MD
Registration
CRD #1057368 · KISSINGER FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

William Irvin Kissinger is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with KISSINGER FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
KISSINGER FINANCIAL SERVICES, LLC
KISSINGER FINANCIAL SERVICES, LLC
AUM
$262M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at KISSINGER FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 1057368
Firm CRD# 284871
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Irvin Kissinger offer?
William Irvin Kissinger specializes in Financial Planning, Investment Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are William Irvin Kissinger's credentials?
William Irvin Kissinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Irvin Kissinger located?
William Irvin Kissinger is based in HUNT VALLEY, Maryland, working with KISSINGER FINANCIAL SERVICES, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does William Irvin Kissinger charge for services?
William Irvin Kissinger's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KISSINGER FINANCIAL SERVICES, LLC?
KISSINGER FINANCIAL SERVICES, LLC has approximately 14 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KISSINGER FINANCIAL SERVICES, LLC

Edward William Henry Kissinger
HUNT VALLEY, MD
William Stanton Tyson
HUNT VALLEY, MD

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Research
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