William
Olinger
Koss-Olinger Consulting, LLC
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About this Advisor
William Olinger is a financial advisor operating in Gainesville, Florida with a total of 38 years of industry experience. Olinger currently works for Koss-Olinger Consulting, LLC. Throughout their career, they have worked at Koss Olinger And Company, Koss Olinger Consulting and Valmark Securities, Inc. Olinger holds a Series 63 license, qualifying them as a securities broker, and is registered to work in Florida and Texas. Koss-Olinger Consulting, LLC is a registered investment company that has its headquarters in Gainesville, FL. It oversees $2 billion in total assets among its 2,846 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 2,846 customer accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business has a wide array 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 advice typically vary depending on which services the firm provides the client. Fees billed by Koss-Olinger Consulting, LLC likely consist 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
William Olinger Work History
William has been registered as a financial advisor for 38 years.*
Valmark Securities, Inc
Koss Olinger Consulting
Koss Olinger And Company
*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 William Olinger 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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