Mitchell Hawkes Hay
Investment adviser representative at Koss-olinger Consulting, LLC.
9 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
9 years in the industry.
- Koss-olinger Consulting, LLC.Sep 2017 to now
- Koss Olinger & CompanySep 2017 to now
- Valmark Securities, Inc.Sep 2017 to Feb 2025
- Fidelity Brokerage Services LLCJan 2016 to Aug 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
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
- 6344587
- Firm CRD
- 111855