A complete list of active advisors currently associated with Kissling Financial Services, LLC

Warmer can help you find a great advisor at Kissling Financial Services, LLC or one who fits your needs even better.

Kissling Financial Services is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, managing roughly $165 million in client assets. The firm provides fee‑based portfolio management on both discretionary and non‑discretionary terms and also offers financial planning on hourly or fixed‑fee bases. The adviser employs a custom, tactical allocation approach intended to reduce risk and seek improved performance, using fundamental, technical and cyclical analysis and strategies that range from long‑term holdings to short‑term trading and covered‑call writing. Portfolios may include a broad set of investments—exchange‑listed securities, fixed income, mutual funds and ETFs, BDCs and publicly traded partnership interests—and the firm integrates structured bank notes (contingent bank notes) as a regular portfolio component. What is distinctive about the firm is a combination of operational and business activities that are uncommon among peers: it serves 689 clients with two advisors (a high client‑to‑advisor ratio), and the firm’s principal is a licensed CPA with an affiliated accounting practice and is also licensed to sell insurance, with those outside activities disclosed and managed through disclosure and a Code of Ethics. The adviser’s notable use of structured bank notes—including multi‑issuer, multi‑index allocations, principal‑protection features and typical five‑to‑six year maturities—and the concurrent sale of insurance products and accounting referrals are service lines that are statistically rare for supported firms.

To learn more about the advisors currently working at Kissling Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.