Mitchell
Hay
Koss-Olinger Consulting, LLC
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About this Advisor
Mitchell Hay is a certified financial planner who works in Gainesville, Florida with a total of 5 years of industry experience. Hay is on the advisory team at Koss-Olinger Consulting, LLC. Over the course of their career, they have held roles at Fidelity Brokerage Services LLC, University Of Alabama, Purcell, Flanagan, Hay & Greene, P.A, Mary Carter Financial Services, Northwestern Mutual - The Koch Group, Valmark Securities, Inc and Koss Olinger Consulting LLC. Hay has a Series 63 license, certifying them as a securities agent, and is registered to serve investors in Florida. Koss-Olinger Consulting, LLC is a registered investment business operating out of Gainesville, FL. It manages $2 billion in total assets across its 2,846 accounts, making it one of the largest firms in the country by assets under management. The firm serves seven charitable organizations. Of its 2,846 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Koss-Olinger Consulting, LLC has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees charged by Koss-Olinger Consulting, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Koss-Olinger Consulting, LLC Brokerage Details
$1,516,894,249
30
2,846
$532,992
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
Mitchell Hay Work History
Mitchell has been registered as a financial advisor for 5 years.*
Valmark Securities, Inc
Koss Olinger Consulting LLC
Fidelity Brokerage Services LLC
Northwestern Mutual - The Koch Group
Mary Carter Financial Services
Purcell, Flanagan, Hay & Greene, P.A
University Of Alabama
*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 Mitchell Hay 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
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.
