Darin Michael Koss
Advisor at Tower Wealth Partners — Lewisburg, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
34 years
Location
Lewisburg, PA 17837
Tower Wealth Partners
Supported
Darin Koss is a CFP® with 34 years of industry experience and is currently an advisor at Tower Wealth Partners in Lewisburg, PA. His prior roles include positions at Raymond James Financial Services and founding Koss Financial Group, where he remains owner of a support company unrelated to investment advisory. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and employs a long-term oriented investment approach combining fundamental and technical analysis.
Based on Tower Wealth Partners
Based on Tower Wealth Partners
Negotiated fixed fees for financial planning services based on expected hours
$0 - $249,999: 1.75% annually $250,000 - $999,999: 1.50% annually $1,000,000 - $2,999,999: 1.25% annually $3,000,000 - $4,999,999: 1.00% annually $5,000,000+: 0.75% annually
Up to $300 per hour for financial planning services
Lewisburg, PA
1000 Market Street
Lewisburg PA 17837
Advisors at this office
3
Florida · Pennsylvania · Texas
34 years of industry experience
J Alden Associates, Inc
2020 - 2025 • 5 years
Lewisburg, PA
Tower Wealth Partners, Inc.
2020 - Present • 6 years
Lewisburg, PA
Koss Financial Group
2016 - Present • 10 years
Lewisburg, PA
Raymond James Financial Services Advisors Inc
2015 - 2020 • 5 years
Lewisburg, PA
Raymond James Financial Services, inc.
2015 - 2020 • 5 years
Lewisburg, PA
Wells Fargo Advisors
2006 - 2015 • 9 years
Lewisburg, PA
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A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is not active or affiliated with:
Insurance agent
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Lawyer
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Real estate agent
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