William David Olinger

Koss-Olinger Consulting, LLC.

55 Years of Experience

2 Disclosures

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Koss-Olinger Consulting, LLC.

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

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

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Employment History

Current Registrations

Koss-Olinger Consulting, LLC.

October 1985 - Present · 40 yrs 4 mos

Previous Registrations

Valmark Securities, INC.Broker

August 2000 - February 2025 · 24 yrs 6 mos

Raymond James Financial Services, INC.Broker

March 1987 - August 2000 · 13 yrs 5 mos

Irg Securities, INC.Broker

April 1985 - March 1987 · 1 yr 11 mos

Integrated Resources Equity CorporationBroker

April 1977 - April 1985 · 8 yrs

The Minnesota Mutual Life Insurance CompanyBroker

November 1970 - July 1985 · 14 yrs 8 mos

North Star Equities CompanyBroker

November 1970 - February 1977 · 6 yrs 3 mos

Industry Savings Plans, INC.Broker

May 1970 - January 1972 · 1 yr 8 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.