William D. Olinger

KOSS-OLINGER CONSULTING.

GAINESVILLE, FL 32606

Some features on this profile are disabled

CRD#: 352019

Professional summary

William David Olinger II, who also goes by Bill Olinger, William David Olinger 2nd, William David Olinger, William Olinger, 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 1970. William has worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Olinger | William David Olinger 2nd | William David Olinger | William Olinger

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.

REGISTERED REPRESENTATIVE WITH VALMARK SECURITIES. NO COMPENSATION RECEIVED FROM VALMARK SECURITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Olinger II'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

October 29, 1985 - Present

KOSS-OLINGER CONSULTING, LLC.

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

RIA

CRD#: 111855

GAINESVILLE, FL

Past

August 18, 2000 - February 28, 2025

VALMARK SECURITIES, INC.

CRD#: 31243

GAINESVILLE, FL

Past

March 13, 1987 - August 16, 2000

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

April 8, 1985 - March 19, 1987

IRG SECURITIES, INC.

CRD#: 4182

Past

April 19, 1977 - April 8, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 24, 1970 - February 21, 1977

NORTH STAR EQUITIES COMPANY

CRD#: 4241

Past

November 24, 1970 - July 9, 1985

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

CRD#: 2797

Past

May 21, 1970 - January 16, 1972

INDUSTRY SAVINGS PLANS, INC.

CRD#: 425

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
(10/29/1985)

IAR

Texas
(10/30/2008)

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: 10/28/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 5/12/1970

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/28/1983

General Securities Principal 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Similar Advisors

Anita Cepeda

MORGAN STANLEY

Tampa, FL

Michael Milazzo

LPL FINANCIAL LLC

IAR

SOUTHPORT, NC

Benjamin Stroh

PFS INVESTMENTS INC.

IAR

Skaneateles, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

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 II's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

IRG SECURITIES, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

NORTH STAR EQUITIES COMPANY

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

INDUSTRY SAVINGS PLANS, INC.

Primary Firm SEC Registration

KOSS-OLINGER CONSULTING, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/28/1983

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 5/12/1970

Series 24

Date: 10/28/1983

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

Similar Advisors