William James Rossi
Investment adviser representative at Koss-olinger Consulting, LLC.
28 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$2.2BFirm assets
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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
28 years in the industry.
- Koss-olinger Consulting, LLC.May 1997 to now
- Koss Olinger & CompanyMay 1997 to now
- Valmark Securities, Inc.Aug 2000 to Feb 2025
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (FL, SC).
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
- 2909610
- Firm CRD
- 111855