KK
CFP · ChFC
KK
CFP · ChFC

Kirk Edward Klein

33 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
727 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$2M
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Location

2700-A NW 43rd St, Gainesville, FL, 32606

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History

Regulatory History (2)
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Customer Dispute
June 2025
Pending
Civil
June 2025
Pending
Other Business Activities

Kirk is a partner in Park Place Partnership, managing an office building and dedicating minimal time. He also serves as a board member for Junior Achievement of Tampa and Oak Hall School, spending a few hours per week and about 10-20% of his time, respectively.

Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
August 2000 - Present · 25 yrs 6 mos
Previous Registrations
Valmark Securities, INC.Broker
January 1999 - February 2025 · 26 yrs 1 mo
Ascend Financial Services, INC.Broker
September 1992 - January 1999 · 6 yrs 4 mos
State Registrations2 states
FLIL
Advisor
Exams
No exam information available for this advisor.