Jason Scott Hoeltzel
Investment adviser representative at Kissling Financial Services, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Kissling Financial Services, LLCFeb 2025 to now
- Foundations Investment AdvisorsJun 2024 to Jan 2025
- Secure Money AdvisorsApr 2024 to Jan 2025
- Prudential Insurance Company of AmericaMay 2019 to Apr 2024
- Pruco Securities, LLC.Mar 2019 to Apr 2024
- Log Cabin InnOct 2018 to May 2019
- Park Avenue SecuritiesFeb 2016 to Jan 2019
- Guardian Life InsNov 2015 to Jan 2019
- Cjs GrillApr 2011 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kissling Financial Services, LLC
$165.5MAssets managed
704Clients
2Advisers
2 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
- 4446833
- Firm CRD
- 299531