Cade Rivers Dixon
Investment adviser representative at Koss-olinger Consulting, LLC.
11 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
11 years in the industry.
- Koss-olinger Consulting, LLC.Apr 2025 to now
- Campus USA Credit UnionAug 2022 to Apr 2025
- CvsMar 2021 to Aug 2022
- DoordashJan 2021 to Mar 2021
- Mcneese State UniversityJul 2020 to Jan 2021
- Chick Fil ADec 2019 to Jul 2020
- Dairy BarnAug 2019 to Dec 2019
- Chick Fil AOct 2018 to Aug 2019
- McdonaldsSep 2018 to Oct 2018
- South Beauregard High SchoolJan 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8190447
- Firm CRD
- 111855