Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Edward Klein is a financial advisor with over 30 years of experience in the industry. Kirk is a Registered Representative of Valmark Securities, Inc. Kirk is also a Managing Member and advisor at Koss-Olinger Consulting, LLC, an independent financial advisory firm based in Gainesville, Florida. Koss-Olinger Consulting provides financial planning and investment management services to individuals, families, businesses, and charitable organizations. Kirk is a Certified Financial Planner™ and a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
02/20/2013 - Present
Koss-Olinger Consulting, LLC (GAINESVILLE FL)
MN
09/28/1992 - 01/13/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 08/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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