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Brittney D. Olinger

KOSS-OLINGER CONSULTING.
Gainesville, FL 32606
Some features on this profile are disabled
CRD#: 7286947
BO

Professional summary

Brittney Drew Olinger, CIMA® is a registered financial advisor currently at KOSS-OLINGER CONSULTING, LLC. located in Gainesville, Florida.

Brittney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brittney has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brittney Drew Olinger'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

March 10, 2021 - Present

KOSS-OLINGER CONSULTING, LLC.

Office #1: 2700-a Nw 43rd Street, Gainesville, FL 32606
RIA
CRD#: 111855
Gainesville, FL
Past

October 8, 2020 - February 28, 2025

VALMARK SECURITIES, INC.

BD
CRD#: 31243
GAINESVILLE, FL

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 - (11/24/2000 Approved)
North Carolina
Registered Investment Advisory firm - (3/18/2016 Terminated)
Ohio
Registered Investment Advisory firm - (3/14/2016 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
Florida
(3/10/2021)
IAR
South Carolina
(1/10/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/2/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/8/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/6/2020
Securities Industry Essentials Examination

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 - (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
34

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,083
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.

Company Information

KOSS-OLINGER CONSULTING, LLC.

CRD#: 111855Gainesville, FL 32606

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