CRD: 299531
Kissling Financial Services, LLC
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- Custodian
- Charles Schwab & Company · Jackson National Life · Prudential
- Clients
- Retail and Institutional
- Platforms
- Prime horizon
- Established Date
- 11-14-2018
- Office Locations
- 1
Office Locations
About Kissling Financial Services, LLC
Kissling Financial Services, LLC is a New Castle, PA RIA providing financial planning and asset management for individuals and business owners, including estate and tax planning plus insurance/life insurance guidance. Portfolios emphasize active management and asset allocation using ETFs and mutual funds, with fixed income and select alternatives (e.g., real estate/hedge funds) as appropriate. Custodied at Charles Schwab; led by CPA Timothy Jon Kissling (CCO/President).
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY JON KISSLING
Chief Compliance Officer, CPA, President
- CRD
- #2515918
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JASON SCOTT HOELTZEL
--
- CRD
- #4446833
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,036,335 | $153,019 |
| Non-Discretionary | $1,424,000 | $30,298 |
| Total | $165,460,335 | $147,864 |
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Separately Managed Accounts
Total SMA Asset: $165,460,335
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,139,398,652 | 17.9% |
| Public Funds | $3,698,271,603 | 58.1% |
| Equity - Exchange | $1,527,685,344 | 24.0% |
| Total | $6,365,355,599 | 100.0% |