Hartley Elizabeth Carlson
Investment adviser representative at Koss-olinger Consulting, LLC.
8 yearsExperience
2 statesRegistered 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
8 years in the industry.
- Koss-olinger Consulting, LLC.Aug 2020 to now
- Koss Olinger & CompanyAug 2020 to now
- Valmark Securities Inc.Aug 2023 to Dec 2024
- UnemployedOct 2019 to Jul 2022
- James Moore & Co.Jan 2019 to Oct 2019
- Charles Perry Partners, Inc.Aug 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7288496
- Firm CRD
- 111855