Kasey
Nelson
Koss-Olinger Consulting, LLC
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About this Advisor
Kasey Nelson is a financial advisor based in Gainesville, Florida, working with Koss-Olinger Consulting, LLC. Kasey has previously held positions at Mad Hatters Management, LLC, Keyes Stange And Wooten Wealth Management LLC, Island Company, LLC, Palm Beach Atlantic University, Larry's Giant Subs, Interlachen High School, Valmark Securities, Inc, and Koss Olinger And Company, LLC. Kasey has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Kasey is part of Koss-Olinger Consulting, LLC, which operates out of Gainesville, Florida. The firm has 1 office and 34 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Koss-Olinger Consulting, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Koss-Olinger Consulting, LLC Brokerage Details
$1,869,130,545
34
3,016
$619,738
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
Kasey Nelson Work History
Valmark Securities, Inc
Koss Olinger And Company, LLC
Mad Hatters Management, LLC
Keyes Stange And Wooten Wealth Management LLC
Island Company, LLC
Palm Beach Atlantic University
Larry'S Giant Subs
Palm Beach Atlantic University
Interlachen High School
Disclosures
Please visit the SEC profile of Kasey Nelson 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
Gainesville, FL
Gainesville, FL
Gainesville, FL
Gainesville, FL
Gainesville, FL
Gainesville, FL
Gainesville, FL
Gainesville, FL
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