Darin M. Koss

TOWER WEALTH PARTNERS

Lewisburg, PA 17837

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CRD#: 2275060

Professional summary

Darin Michael Koss, CFP®, who also goes by Darin M Koss, Darin Koss, is a registered financial advisor currently at TOWER WEALTH PARTNERS located in Lewisburg, Pennsylvania.

Darin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Darin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darin M Koss | Darin Koss

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.

1) Insurance licensed. Same address. Non-advisory. Less than 10% of business time. 2)KOSS FINANCIAL GROUP, NON-INVESTMENT RELATED, SUPPORT COMPANY/DBA (OWNER), STARTED 12/2004, LEWISBURG, PA, 0 HOURS DEVOTED/MONTH, FOUNDER AND OWNER OF SUPPORT COMPANY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darin Michael Koss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

September 30, 2020 - Present

TOWER WEALTH PARTNERS

Office #1: 1000 Market Street, Lewisburg, PA 17837

RIA

CRD#: 310461

Lewisburg, PA

Past

October 8, 2020 - March 31, 2025

J. ALDEN ASSOCIATES, INC.

CRD#: 40002

Lewisburg, PA

Past

November 24, 2015 - October 2, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

LEWISBURG, PA

Past

November 10, 2015 - October 2, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LEWISBURG, PA

Past

July 7, 2006 - November 11, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

LEWISBURG, PA

Past

January 7, 2005 - November 11, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

LEWISBURG, PA

Past

September 25, 1992 - January 13, 2005

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

TOWER WEALTH PARTNERS

TOWER WEALTH PARTNERS | TOWER WEALTH PARTNERS, INC.

CRD#: 310461 / SEC#: 801-119415

RIA

Registered Investment Advisory firm - (9/8/2020 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/23/2023)

IAR

Pennsylvania
(9/30/2020)

IAR

Texas
(6/8/2021)

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 65

Date: 6/22/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/2/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/25/2005

General Securities Principal Examination

Current Firm

TOWER WEALTH PARTNERS

TOWER WEALTH PARTNERS | TOWER WEALTH PARTNERS, INC.

CRD#: 310461 / SEC#: 801-119415

RIA

Registered Investment Advisory firm - (9/8/2020 Approved)

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Contact information

Main Address

1000 Market Street, Lewisburg, PA 17837

Mailing Address

Phone number

(570) 524-7200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TOWER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (4/25/2025)

Regulatory assets under management

Total Number of Accounts	687
AUM (Assets Under Management)	$ 350,469,868

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2025	Cover Page	Report
04/29/2024	Cover Page	Report
06/28/2023	Cover Page	Report
06/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Darin M. Koss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darin Michael Koss's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

EDWARD JONES

Primary Firm SEC Registration

TOWER WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2006

Series 63

Date: 10/2/1992

SIE

Date: 10/1/2018

Series 7

Date: 9/24/1992

Series 24

Date: 4/25/2005

Current Firm

TOWER WEALTH PARTNERS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TOWER WEALTH PARTNERS

TRUST BUT VERIFY

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