Inactive

Philip Neil Schmitt

Koss-Olinger Consulting, LLC.

Gainesville, FL

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Current Employers

Koss-Olinger Consulting, Llc.

2700-A Nw 43Rd Street, Gainesville, FL 32606 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-18

FL RA
APPROVED

Since 2026-06-18

Branch Locations

2700-A Nw 43Rd Street, Gainesville, FL 32606 • United States

Windermere, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Koss-Olinger Consulting, Llc	Gainesville	FL	10/2025	Present
Verus Investments	Seattle	WA	11/2013	04/2018
Andco Consulting	Orlando	FL	04/2017	01/2023
Verus Investments	Seattle	WA	02/2023	11/2024
Metlife Investment Management	Philadelphia	PA	11/2024	08/2025

10/2025 → Present

Koss-Olinger Consulting, Llc

Gainesville, FL
11/2013 → 04/2018

Verus Investments

Seattle, WA
04/2017 → 01/2023

Andco Consulting

Orlando, FL
02/2023 → 11/2024

Verus Investments

Seattle, WA
11/2024 → 08/2025

Metlife Investment Management

Philadelphia, PA

Previous Registrations

2013-05-14 → 2014-03-06

The Investment Counsel Company

Las Vegas, NV
2012-04-02 → 2013-05-15

Confluence Wealth Management Llc

Portland, OR
2003-02-12 → 2005-07-08

Ubs Financial Services Inc.

Portland, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-03-30
S66	Uniform Combined State Law Examination	2003-02-06
S63	Uniform Securities Agent State Law Examination	1997-12-29

S65 Uniform Investment Adviser Law Examination

2012-03-30
S66 Uniform Combined State Law Examination

2003-02-06
S63 Uniform Securities Agent State Law Examination

1997-12-29

View on SEC IAPD

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