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Darin K
CFP®, Series 63, Series 65
Lewisburg, PA
Tower Wealth Partners
Darin Koss is a financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and J Alden Associates. He is also the founder and owner of Koss Financial Group, a support company unrelated to investment advisory services. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized investment approach using diversified portfolios and offers ERISA retirement-plan services, managing approximately $350 million for about 683 clients.
Benjamin L
Series 65
Lewisburg, PA
Tower Wealth Partners
Benjamin Liscum is a financial advisor at Tower Wealth Partners with a Series 65 credential and one year of industry experience. His prior work includes roles at Brynwood Rentals and Jackass Brewing Company, as well as academic positions at The Pennsylvania State University and Penn State University. 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 constructs customized portfolios using mutual funds, ETFs, individual stocks and bonds, combining fundamental and technical analysis with a primarily long-term investment approach.
Jared K
Series 63, Series 65
Lewisburg, PA
Tower Wealth Partners
Jared Kohl is a financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at multiple firms, including J Alden Associates and Raymond James Financial Services. Kohl is also licensed in insurance, dedicating less than 10% of his business time to that non-advisory activity. 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, using customized portfolios that combine fundamental and technical analysis with a generally long-term investment approach.
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