Kasey Leigh Nelson
Investment adviser representative at Koss-olinger Consulting, LLC.
9 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
9 years in the industry.
- Koss-olinger Consulting, LLC.Jun 2021 to now
- Koss Olinger & CompanyJun 2021 to now
- Valmark Securities, Inc.Jun 2021 to Dec 2024
- Keyes Stange and Wooten Wealth Management LLCJul 2019 to Jun 2021
- Mad Hatters Management, LLCJul 2019 to Jun 2021
- Island Company, LLCFeb 2018 to Jul 2019
- Palm Beach Atlantic UniversityAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7212391
- Firm CRD
- 111855