Shannon
Reintgen

Koss-Olinger Consulting, LLC

CRD#5893794
Investment Advisor
in Gainesville, FL

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About this Advisor

Shannon Reintgen is a financial advisor operating out of Gainesville, Florida, with a total of 7 years of relevant experience. Reintgen is on the advisory team at Koss-Olinger Consulting, LLC. Reintgen has gained experience at Koss Olinger Consulting, United Launch Alliance, Valmark Securities, Inc and Koss Olinger And Company. Reintgen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Koss-Olinger Consulting, LLC is a financial advisory business operating out of Gainesville, FL. It handles $2 billion in total assets among its 2,846 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 2,846 accounts, just 7% are held by high-net-worth investors who have more than $1 million in investable assets. Koss-Olinger Consulting, LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Koss-Olinger Consulting, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2700-A Nw 43Rd Street
Gainesville, FL 32606

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Koss-Olinger Consulting, LLC Brokerage Details

Total Assets Under Management

$1,516,894,249

FL Average: $1,855,561,029
Total Number of Employees

30

FL Average: 62
Total Number of Accounts

2,846

FL Average: 2,474
Average Account Size

$532,992

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Shannon Reintgen Work History

Shannon has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Koss Olinger Consulting

2015 - Present (9 years)

Koss Olinger And Company

2014 - Present (10 years)

Valmark Securities, Inc

2013 - 2015 (2 years)

Koss Olinger Consulting

2013 - 2015 (2 years)

Koss Olinger And Company

2012 - 2013 (1 year)

United Launch Alliance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Shannon Reintgen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Koss-Olinger Consulting, LLC

Shannon Reintgen
Gainesville, FL
Timothy Roark
Gainesville, FL
Mitchell Hay
Gainesville, FL
David Mejia
Gainesville, FL
Kasey Nelson
Gainesville, FL
Brittney Olinger
Gainesville, FL
Brandon Hord
Gainesville, FL
Chandler Norder
Gainesville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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