Ruby Kate Watson
Investment adviser representative at Koss-olinger Consulting, LLC.
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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
12 years in the industry.
- Koss-olinger Consulting, LLC.Jan 2026 to now
- Koss-olinger Consulting, LLCMay 2023 to Dec 2025
- University of FloridaAug 2021 to May 2025
- Spurrier's Gridiron GrilleMay 2021 to Apr 2022
- Gainesville Soccer AllianceOct 2020 to Jan 2021
- Buchholz High SchoolAug 2017 to May 2021
- Oak View Middle SchoolAug 2014 to Jun 2017
Designations
- ChFC®
- CFP® certification
Exams passed
No exams in this record.
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
- 7752610
- Firm CRD
- 111855