Timothy Alderson Roark

CFP

Koss-Olinger Consulting, LLC.

14 Years of Experience

2 Disclosures

View SEC Summary

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 Street, Gainesville, FL, 32606

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History

Regulatory History (2)

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Customer Dispute

June 2025

Pending

Civil

June 2025

Pending

View Full SEC Report How to Read Disclosures

Other Business Activities

Timothy serves on the Board of Trustees for Oak Hall School and Dance Alive National Ballet, both starting in 2019. These activities are not investment related and require minimal time each month.

Employment History

Current Registrations

Koss-Olinger Consulting, LLC.

April 2015 - Present · 10 yrs 10 mos

Previous Registrations

Valmark Securities, INC.Broker

September 2011 - February 2025 · 13 yrs 5 mos

State Registrations2 states

FLSC

Advisor

Exams

No exam information available for this advisor.