TK
Timothy J. Kissling
KISSLING FINANCIAL SERVICES
New Castle, PA 16102
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CRD#: 2515918
TK
Professional summary
Timothy Jon Kissling is a registered financial advisor currently at KISSLING FINANCIAL SERVICES, LLC located in New Castle, Pennsylvania.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Timothy has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
04/08 80% OWNER DARLING-K INC. MANUFACTURING - METALLIZED FILM - HOLDING COMPANY. MINIMAL TIME; 10/03 100% OWNER DARLINGTON METALIZING INC. MANUFACTURING - METALLIZED FILM. MINIMAL TIME; 08/08 50% OWNER METALLIZED SURFACE TECHNOLOGY, LTD. MANUFACTURING - METALLIZED FILM. MINIMAL TIME; MANUFACTURING - METALLIZED FILM. 10% OF TIME; ALL ABOVE NON INVESTMENT-RELATED; ALL ABOVE FROM 13525 YOUNGSTOWN PITTSBURGH RD, PETERSBURG, OH 44454. 01/05 100% OWNER T-BONE HOLDINGS LLC. HOLDING COMPANY - PASSIVE SALES. MINIMAL TIME; 02/15 PRESIDENT/OWNER/EMPLOYEE KISSLING, AMOROSO, & CO., INC - CPA FIRM -ACCOUNTING, TAX SERVICES, FINANCIAL STATEMENTS - 25% OF TIME; ALL ABOVE NON INVESTMENT-RELATED; ALL ABOVE FROM 5117 ERIE STREET, NEW CASTLE PA 16102. 10/03 100% OWNER. GREEN ACRES DEVELOPMENT CO., INC. REAL ESTATE INVESTMENTS. MINIMAL TIME; 10/03 59% OWNER. KISSLING LAND COMPANY LTD. REAL ESTATE INVESTMENTS. MINIMAL TIME; 05/2006 79% OWNER. JACKSON TRAILS LTD. REAL ESTATE INVESTMENTS. MINIMAL TIME; 11/04 100% OWNER KISSLING FINANCIAL SERVICES LLC. SALES OF LIFE INSURANCE AND ANNUITIES. 50% OF TIME; ALL ABOVE INVESTMENT-RELATED; ALL ABOVE FROM 5117 ERIE STREET, NEW CASTLE PA 16102; ALL ABOVE NON INVESTMENT-RELATED; ALL ABOVE FROM 5117 ERIE STREET, NEW CASTLE PA 16102. 60% OWNER KISSLING TRAILS, LP-REAL ESTATE HOLDING COMPAMY(FAMILY PARTNERSHIP); 60% OWNER 5117 ERIE STREET, NEW CASTLE, PA 16102 LP -SHELL COMPANY INTENDED TO HOLD REAL ESTATE(FAMILY PARTNERSHIP), NAME: MEDI-SERVICES; INV RELATED:YES; ADDRESS:5117 ERIE STREET, NEW CASTLE, PA 16102; NATURE:INSURANCE SALES; POSITION:PRESIDENT; START DATE:01/15/2017; HOURS/MONTH:4; TRADING HOURS/MONTH:4; DUTIES:MANAGEMENT NAME: Parkmor Holdings; INV RELATED:investment holdings related to installment sale obligation; ADDRESS:5117 ERIE STREET, NEWCASTLE, PA, 16102; NATURE: investment related; POSITION:OWNER; START DATE:09/19/2022; HOURS/MONTH:1; TRADING HOURS/MONTH:1 hour NAME:VAST FILMS, LTD.; INV RELATED:NO; ADDRESS: 13525 YOUNGSTOWN PITTSBURGH RD, PETERSBURG, OH 44454; NATURE: MAUFACTURING COMPANY; POSITION: OWNER THROUGH FAMILY HOLDINGS COMPANIES (DARLING-K); START DATE:5/27/2005; HOURS/MONTH:1-4; TRADING HOURS/MONTH:YES; DUTIES:PRESIDENT OF GENERAL PARTNER (DARLINGTON METALIZING) INVOLVED IN MANAGEMENT DECISIONS AND SOLE FINANCIER OF BUSINESS NAME: KISSLING FINANCIAL, LLC; INV RELATED:YES; ADDRESS:5117 ERIE STREET NEW CASTLE, PA 16102; NATURE: RIA; POSITION:MEMBER; START DATE:12/2018; HOURS/MONTH:80+; TRADING HOURS/MONTH:80+; DUTIES:ADVISORY SERVICES Name: Mt Jackson Group, LLC Inv Related: Yes; Address: 5117 Erie Street New Castle, PA 16102; Nature; Advising clients related to estate planning and protecting assets. Title; member Start date; 1/1/2020 Hours/month 20
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Jon Kissling's 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®
NoneExperience
Current
November 14, 2018 - Present
KISSLING FINANCIAL SERVICES, LLC
Office #1: 5117 Erie Street, New Castle, PA 16102RIA
CRD#: 299531
New Castle, PA
Past
March 25, 2009 - December 31, 2018
MADISON AVENUE SECURITIES, LLC
RIA
CRD#: 23224
NEW CASTLE, PA
Past
December 4, 2006 - March 25, 2009
MADISON AVENUE ADVISORS, INC.
RIA
CRD#: 137461
NEW CASTLE, PA
Past
December 4, 2006 - December 31, 2018
MADISON AVENUE SECURITIES, LLC
BD
CRD#: 23224
NEW CASTLE, PA
Past
August 22, 2001 - December 8, 2006
WRP INVESTMENTS, INC.
RIA
CRD#: 7365
NEW CASTLE, PA
Past
November 10, 1999 - December 8, 2006
WRP INVESTMENTS, INC.
BD
CRD#: 7365
NEW CASTLE, PA
Past
June 13, 1997 - November 9, 1999
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
September 27, 1994 - December 31, 1995
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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".
KF
KISSLING FINANCIAL SERVICES, LLC
KISSLING FINANCIAL SERVICES, LLC
CRD#: 299531 / SEC#: 801-131147
RIA
Registered Investment Advisory firm - (9/19/2024 Approved)Colorado
Registered Investment Advisory firm - (9/24/2024 Terminated)Florida
Registered Investment Advisory firm - (9/23/2024 Terminated)Ohio
Registered Investment Advisory firm - (9/23/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/27/2024 Terminated)Washington
Registered Investment Advisory firm - (11/18/2024 Terminated)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
Pennsylvania(12/5/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
KF
KISSLING FINANCIAL SERVICES, LLC
KISSLING FINANCIAL SERVICES, LLC
CRD#: 299531 / SEC#: 801-131147
RIA
Registered Investment Advisory firm - (9/19/2024 Approved)Colorado
Registered Investment Advisory firm - (9/24/2024 Terminated)Florida
Registered Investment Advisory firm - (9/23/2024 Terminated)Ohio
Registered Investment Advisory firm - (9/23/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/27/2024 Terminated)Washington
Registered Investment Advisory firm - (11/18/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5117 Erie Street, New Castle, PA 16102
Mailing Address
9173 Route 30, Irwin, PA 15642
Phone number
(724) 667-1617
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,109 |
| AUM (Assets Under Management) | $ 112,845,666 |
Red Flags
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