William D. Olinger

KOSS-OLINGER CONSULTING.

GAINESVILLE, FL 32606

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CRD#: 2289684

Professional summary

William David Olinger III, who also goes by Will Olinger III, is a registered financial advisor currently at KOSS-OLINGER CONSULTING, LLC. located in Gainesville, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Olinger Iii

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) PARK PLACE PARTNERSHIP; PARTNER/MANAGER, OWN REAL ESTATE SINCE 2002; MANAGE OFFICE BUILDING; INVESTMENT RELATED; 30 PERCENT OWNER; ONE HOUR PER MONTH DURING BUSINESS/TRADING HOURS; ENTITY LEASES TO OUR KOSS OLINGER AND COMPANY AND OTHER TENANT(S).///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Olinger III'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®

None

Experience

Current

August 2, 2000 - Present

KOSS-OLINGER CONSULTING, LLC.

Office #1: 2700-a Nw 43rd St, Gainesville, FL 32606

RIA

CRD#: 111855

GAINESVILLE, FL

Past

August 20, 2000 - May 26, 2004

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

GAINESVILLE, FL

Past

January 13, 1999 - February 28, 2025

VALMARK SECURITIES, INC.

CRD#: 31243

GAINESVILLE, FL

Past

November 12, 1992 - January 13, 1999

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

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.

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
(8/2/2000)

IAR

Georgia
(4/16/2012)

IAR

North Carolina
(12/5/2017)

IAR

South Carolina
(5/2/2024)

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

Series 63

Date: 3/12/1997

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: 10/13/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/6/1992

Investment Company Products/Variable Contracts Representative 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)

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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.

Contact information

xxxxx@xxxx.xxx

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William D. Olinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Olinger III's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

KOSS-OLINGER CONSULTING, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/12/1997

SIE

Date: 10/1/2018

Series 7

Date: 10/13/1998

Series 6

Date: 11/6/1992

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

Contact information

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