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William James Rossi Iii

CFP®, ChFC®

KOSS-OLINGER CONSULTING, LLC.

GAINESVILLE, FL

·CRD# 2909610·29 years experience

Professional Summary

William James Rossi III, CFP®, ChFC®, who also goes by William James Rossi, Wj Rossi, 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 1997. William has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

Divorce Planning
Business Succession Planning
Comprehensive Financial Planning
Estate Planning

Other Aliases

William James Rossi, Wj Rossi

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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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.

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Credentials

CFP®

Certified Financial PlannerSince 1999

ChFC®

Chartered Financial Consultant

Years of Experience

29 years in the financial services industry

Current & Past Employments

KOSS-OLINGER CONSULTING, LLC.·CRD# 111855

RIA

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

July 20, 1998 - Present

VALMARK SECURITIES, INC.·CRD# 31243

BD

Gainesville, FL

August 17, 2000 - February 28, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694

BD

St. Petersburg, FL

July 9, 1997 - August 16, 2000

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Current Firm

KC

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 - SEC (11/24/2000 Approved)

North Carolina

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

Ohio

Registered Investment Advisory firm - Ohio (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).

Contact Information

Main Address

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

Phone Number

(352) 373-3337

# of Employees

30

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US 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 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,920

AUM (Assets Under Management)

$2,228,866,700

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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; 30% ownership; PARTNER/OWN REAL ESTATE SINCE 2013; MANAGE OFFICE BUILDING; INVESTMENT RELATED; ONE HOUR PER MONTH DURING BUSINESS/TRADING HOURS./// 2) TYLERS HOPE; CURRENT BOARD MEMBER; NOT INVESTMENT RELATED; START 2010; NO COMPENSATION RECEIVED; ONE TO FIVE HOURS PER MONTH MOSTLY OUTSIDE OF BUSINESS/TRADING HOURS./// 3) Blue Sapphire Management, LLC; Gainesville, FL; Member; REIT; serve as Member offering cash flow projections and analysis; perform banking activities such as making deposits and withdrawals; investment related; start 2019; 1-5 hrs/ month outside business/trading hours; no income in connection with marketing or placing private subscription transactions./// 4) Bossi LLC; Gainesville, FL; Member; real estate investment; serve as Member offering cash flow projections and analysis; perform banking activities such as making deposits and withdrawals; investment related; start 2005; 1-2 hrs/ month outside business/trading hours; no income in connection with marketing or placing private subscription transactions./// 5) Rental Property; Gainesville, FL; Owner; real estate investment; Receives passive income from rental house that is personally owned and managed; 1-2 hrs/ month outside business/trading hours.///

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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".

KC

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 - SEC (11/24/2000 Approved)

North Carolina

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

Ohio

Registered Investment Advisory firm - Ohio (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.

IAR

Florida
(7/20/1998)

IAR

South Carolina
(2/23/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1997About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view William James Rossi III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by William

Divorce Planning
Business Succession Planning
Comprehensive Financial Planning
Estate Planning

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WR

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