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Mitchell Hawkes Hay

Koss-Olinger Consulting, LLC

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About Mitchell Hawkes Hay

Mitchell Hawkes Hay is a financial advisor registered with Koss-Olinger Consulting, LLC located in Gainesville, FL. Mitchell has been a registered representative for over 7 years. Mitchell is a Certified Financial Planner.

Firm Information

Mitchell Hay is currently registered with Koss-Olinger Consulting, LLC. Koss-Olinger Consulting, LLC is an investment advisor registered with the SEC. Located in Gainesville, Florida, the firm manages over $1.86 billion in assets for individuals, corporations, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and other clients. They offer a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has 9 licensed agents, 15 investment adviser representatives, 22 registered representatives, and 14 investment advisory functions.
Koss-Olinger Consulting, LLC

2700-A NW 43RD STREET

GAINESVILLE, FL 32606

$1.87B

Assets Under Management

10

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mitchell Hay’s Registration & Firm History

FL

01/16/2024 - Present

Koss-Olinger Consulting, LLC (GAINESVILLE FL)

FL

02/15/2016 - 08/21/2017

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 03/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell Hawkes Hay.
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