Unclaimed Profile

Timothy Jon Kissling

KISSLING FINANCIAL SERVICES, LLC·NEW CASTLE, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 6524 years registeredKISSLING FINANCIAL SERVICES, LLC

5117 ERIE STREET, NEW CASTLE, PA 16102CRD# 2515918Firm CRD# 299531

Profile Verification

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

Identity

Timothy Jon Kissling · NEW CASTLE, PA

Registration

CRD #2515918 · KISSLING FINANCIAL SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

KISSLING FINANCIAL SERVICES, LLC

Nov 2018 – present

MADISON AVENUE SECURITIES, LLC

Mar 2009 – Dec 2018

NEW CASTLE, PA

MADISON AVENUE ADVISORS, INC.

Dec 2006 – Mar 2009

NEW CASTLE, PA

WRP INVESTMENTS, INC.

Aug 2001 – Dec 2006

NEW CASTLE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 22, 2001

Years registered · 24

Disclosure History

2020Customer Dispute·Settled

2013Customer Dispute·Denied

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

KISSLING FINANCIAL SERVICES, LLC

CRD 299531 · SEC 801-131147

AUM

$104M

Regulatory assets under management

Employees

909 client accounts

Services offered by KISSLING FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KISSLING FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Jon Kissling offer?

Timothy Jon Kissling specializes in Financial Planning, Investment Management. Contact their office in NEW CASTLE, Pennsylvania for a consultation.

What are Timothy Jon Kissling's credentials?

Timothy Jon Kissling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Jon Kissling located?

Timothy Jon Kissling is based in NEW CASTLE, Pennsylvania, working with KISSLING FINANCIAL SERVICES, LLC. Their office serves clients in the NEW CASTLE metropolitan area and surrounding communities.

How does Timothy Jon Kissling charge for services?

Timothy Jon Kissling's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KISSLING FINANCIAL SERVICES, LLC?

KISSLING FINANCIAL SERVICES, LLC has approximately 1 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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