Hartley Elizabeth Carlson

Koss-Olinger Consulting, LLC.

2 Years of Experience

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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 Street, Gainesville, FL, 32606

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Koss-Olinger Consulting, LLC.

February 2024 - Present · 2 yrs

Previous Registrations

Valmark Securities, INC.Broker

August 2023 - December 2024 · 1 yr 4 mos

State Registrations2 states

FLSC

Advisor

Exams

No exam information available for this advisor.