Kirk
Klein

Koss-Olinger Consulting, LLC

CRD#2260326
Investment Advisor
in Gainesville, FL

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About this Advisor

Kirk Klein is a certified financial planner and chartered financial consultant operating out of Gainesville, Florida who has 23 years of relevant experience. Klein is on the advisory team at Koss-Olinger Consulting, LLC. Over the course of their career, Klein has held roles at Koss Olinger Consulting and Valmark Securities, Inc. Klein holds a Series 63 license, qualifying them as a securities broker, and is approved to advise clients in Florida and Illinois. Koss-Olinger Consulting, LLC is an advisory company that has its headquarters in Gainesville, FL. It manages $2 billion in total assets between its 2,846 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to seven charities and foundations. Of its 2,846 accounts, just 7% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a number 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. A financial advisor's fees largely depend on the type of services. However, fee types charged by Koss-Olinger Consulting, LLC can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

23 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 St
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

Kirk Klein Work History

Kirk has been registered as a financial advisor for 23 years.*

2000 - Present (24 years)

Koss Olinger Consulting

1999 - Present (25 years)

Valmark Securities, Inc

*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 Kirk Klein 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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