Kirk Edward Klein
CFP®, ChFC®Professional Summary
Kirk Edward Klein, CFP®, ChFC® is a registered financial advisor currently at KOSS-OLINGER CONSULTING, LLC. located in Gainesville, Florida. Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Kirk has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Insurance Planning
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Investment Planning
Other Aliases
There are no additional aliases reported.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
THE SUM
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
THE SUM
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
THE SUM
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
SCHWAB WEALTH ADVISORY, INC.
THE SUM
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
THE SUM
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
Current Firm
KOSS OLINGER CONSULTING, LLC | KOSS-OLINGER CONSULTING, LLC. | KOSS-OLINGER CONSULTING, INC.
Contact Information
Main Address
2700-a Nw 43rd Street, Gainesville, FL 32606Phone Number
(352) 373-3337# of Employees
30SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,920AUM (Assets Under Management)
$2,228,866,700Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
THE SUM
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
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.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
THE SUM
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
Primary Firm SEC Registration
KOSS OLINGER CONSULTING, LLC | KOSS-OLINGER CONSULTING, LLC. | KOSS-OLINGER CONSULTING, INC.
State Registrations and Notice Filings
(8/7/2000)
(2/20/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1992About the Series 6 examSimilar Advisors
SCHWAB WEALTH ADVISORY, INC.
THE SUM
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Edward Klein's CRS (Customer Relationship Summary).
Services Offered by Kirk
- Tax Planning
- Insurance Planning
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Investment Planning
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
THE SUM
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
