Haley Elizabeth Koss
Investment adviser representative at Tower Wealth Partners
10 yearsExperience
2 statesRegistered in
$440.4MFirm assets
6 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 assetsHourlyFixed 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
10 years in the industry.
- Tower Wealth Partners, Inc.Sep 2020 to now
- J Alden Associates, IncOct 2020 to Dec 2024
- Raymond James Financial Services Advisors Inc.Oct 2019 to Sep 2020
- Raymond James Financial Services, Inc.Jun 2019 to Sep 2020
- Cummins, Inc.Jul 2017 to May 2019
- Airbnb/selfMar 2017 to Jul 2018
- UnemployedMay 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IN, PA).
Tower Wealth Partners
Legal name: Tower Wealth Partners, Inc.
$440.4MAssets managed
920Clients
4Advisers
6 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
- 6582829
- Firm CRD
- 310461