Philip Neil Schmitt
Investment adviser representative at Koss-olinger Consulting, LLC.
13 yearsExperience
1 stateRegistered in
$2.2BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Koss-olinger Consulting, LLC.Oct 2025 to now
- Metlife Investment ManagementNov 2024 to Aug 2025
- Verus InvestmentsFeb 2023 to Nov 2024
- Andco ConsultingApr 2017 to Jan 2023
- Verus InvestmentsNov 2013 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Koss-olinger Consulting, LLC.
$2.2BAssets managed
679Clients
18Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2621027
- Firm CRD
- 111855