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Koss Olinger Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Koss Olinger is a Gainesville, Florida-based wealth management firm and financial services provider founded in 1969 by Bill Koss and Bill Olinger. The organization emphasizes long-term relationships centered on clients, their families, and legacies, offering advisory services through its affiliate, Koss Olinger Consulting, LLC, which is registered as an Investment Advisor with the SEC. The firm serves individuals and families seeking comprehensive wealth management, aiming to address personal financial goals and legacy planning within a broader advisory framework. Recent activity includes recognition at the InvestmentNews Awards as an Excellence Awardee for RIA Team of the Year, reflecting ongoing engagement in professional industry events, alongside strategic investments in external assets managed through its consulting arm. The company operates from Gainesville and maintains a focus on delivering integrated financial guidance within the financial services sector, with a footprint that includes a regional office presence and professional staff.

Find Koss Olinger employees' phone numbers or email addresses

Koss Olinger Global Highlights

Location
Employees

North America
58

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  • United States Of America
    58

Koss Olinger's Leadership

  • Stylized image of a person
    T. R.
    Partner
  • Stylized image of a person
    D. M.
    Retirement Plan Advisor
  • Stylized image of a person
    B. Z.
    Wealth Management Intern
  • Stylized image of a person
    H. M.
    Investment Accounts Analyst
  • Stylized image of a person
    J. W.
    Executive Assistant To Managing Partners

Koss Olinger Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Consultant
  • Human Resources
  • Legal
  • Other

Contact profiles from Koss Olinger

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. R.
    Partner
    Jun 08, 2026
  • Stylized image of a person
    D. M.
    Retirement Plan Advisor
    Aug 04, 2026
  • Stylized image of a person
    B. Z.
    Wealth Management Intern
    Aug 04, 2026
  • Stylized image of a person
    H. M.
    Investment Accounts Analyst
    Oct 22, 2024
  • Stylized image of a person
    J. W.
    Executive Assistant To Managing Partners
    Oct 17, 2024

Frequently Asked Questions

What is Koss Olinger known for?

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Koss Olinger was founded in 1969 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Koss Olinger's company overview page for more information.

What is Koss Olinger's most common email format?

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Koss Olinger employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Koss Olinger email formats with LeadIQ.

How many employees does Koss Olinger have currently?

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Koss Olinger has approximately 35 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Koss Olinger's key employees and leadership?

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As of July 2026, Koss Olinger's key employees include:

  • Partner: T. R.
  • Retirement Plan Advisor: D. M.
  • Wealth Management Intern: B. Z.
  • Investment Accounts Analyst: H. M.
  • Executive Assistant To Managing Partners: J. W.

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