Charles W. Anchors

Some features on this profile are disabled

CRD#: 2122904

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles William Anchors JR was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1991. Charles had worked at 6 firms and has passed the Series 66, Series 63, Series 55, Series 7, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 23, 2005 - June 24, 2015

KOSS-OLINGER CONSULTING, LLC.

RIA

CRD#: 111855

GAINESVILLE, FL

Past

July 28, 2003 - December 20, 2006

VALMARK SECURITIES, INC.

CRD#: 31243

GAINESVILLE, FL

Past

August 22, 2002 - June 4, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ORLANDO, FL

Past

August 8, 2002 - June 4, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 8, 2002 - June 4, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

June 21, 1999 - August 14, 2001

PARAGON CAPITAL MARKETS, INC.

CRD#: 18555

EAST HANOVER, NJ

Past

May 8, 1991 - October 1, 1998

BARBER & BRONSON INCORPORATED

CRD#: 26582

MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KOSS-OLINGER CONSULTING, LLC.

KOSS OLINGER CONSULTING, LLC | KOSS-OLINGER CONSULTING, LLC. | KOSS-OLINGER CONSULTING, INC.

CRD#: 111855 / SEC#: 801-58175

RIA

Registered Investment Advisory firm - (11/24/2000 Approved)

North Carolina

Registered Investment Advisory firm - (3/18/2016 Terminated)

Ohio

Registered Investment Advisory firm - (3/14/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/19/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/22/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 3/4/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 4/18/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 12/2/2004

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 11/24/2003

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/21/1993

General Securities Principal Examination

Current Firm

KOSS-OLINGER CONSULTING, LLC.

KOSS OLINGER CONSULTING, LLC | KOSS-OLINGER CONSULTING, LLC. | KOSS-OLINGER CONSULTING, INC.

CRD#: 111855 / SEC#: 801-58175

RIA

Registered Investment Advisory firm - (11/24/2000 Approved)

North Carolina

Registered Investment Advisory firm - (3/18/2016 Terminated)

Ohio

Registered Investment Advisory firm - (3/14/2016 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2700-a Nw 43rd Street, Gainesville, FL 32606

Mailing Address

Phone number

(352) 373-3337

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOSS-OLINGER CONSULTING, LLC FIRM BROCHURE - ADV PART 2A 07.16.2025 (12/11/2025)

Regulatory assets under management

Total Number of Accounts	3,083
AUM (Assets Under Management)	$ 2,083,486,916

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Charles W. Anchors

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VALMARK SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

PARAGON CAPITAL MARKETS, INC.

BARBER & BRONSON INCORPORATED

Primary Firm SEC Registration

KOSS-OLINGER CONSULTING, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2002

Series 63

Date: 5/22/1991

Series 55

Date: 3/4/2000

Series 7

Date: 4/18/1991

Series 4

Date: 12/2/2004

Series 53

Date: 11/24/2003

Series 24

Date: 9/21/1993

Current Firm

KOSS-OLINGER CONSULTING, LLC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KOSS-OLINGER CONSULTING, LLC.

TRUST BUT VERIFY

Similar Advisors