Timothy Kissling has been President and CCO of Kissling Financial Services since November 2004, is a control person of the firm and directly owns 75% or more of it.
Kissling Financial Services, LLC is a New Castle, PA firm with $165M under management, 704 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Timothy J. Kissling is a financial professional with Kissling Financial Services, LLC. He has worked as a financial professional for over 30 years and combines that experience with public accounting experience. He has published a book, Think Beyond Tax Now, on tax savings and wealth accumulation strategies for business owners.
Timothy Kissling’s longest registration was 9 years at Madison Avenue Securities, LLC (2009–2018). Before joining Kissling Financial Services in 2018, Timothy Kissling was registered through Madison Avenue Securities, LLC and Madison Avenue Advisors, Inc.
- Rothschild Financial Partners, LLCAlso current– present · under a yearNew Castle, PA · Adviser representative · Firm CRD 342696
- – present · 7 yearsNew Castle, PA · Adviser representative · Firm CRD 299531
- Madison Avenue Securities, LLC– · 9 yearsNew Castle, PA · Adviser representative · Firm CRD 23224
- Madison Avenue Advisors, Inc.– · 2 yearsNew Castle, PA · Adviser representative · Firm CRD 137461
- WRP Investments, Inc.– · 5 yearsNew Castle, PA · Adviser representative · Firm CRD 7365
Professional designations
Listed by Kissling Financial Services
- CPA
Investment adviser representative registrations
Timothy Kissling is registered as an investment adviser representative in Pennsylvania, since December 2018.
- PennsylvaniaSince 5 December 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 June 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 May 2001 |
| Series 7 | General Securities Representative Examination | 27 October 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 September 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 September 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Timothy Jon Kissling
- CRD
- 2515918
- Firm
- Kissling Financial Services · CRD 299531
- Role
- President and CCO
- Office
- 5117 Erie Street, New Castle, PA 16102
- Registration
- Investment adviser registration
- In the industry since
- March 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kisslingfinancial.com
Where does Timothy Kissling work?
Timothy Kissling has been President and CCO of Kissling Financial Services, LLC since November 2004, and is a control person of the firm.
Is Timothy Kissling a financial advisor?
Yes. Timothy Kissling has a current investment-adviser registration in Pennsylvania, through Kissling Financial Services since November 2018.
How many years of experience does Timothy Kissling have?
Timothy Kissling has 30 years in the financial industry, since March 1996, across 5 adviser firms.
What exams has Timothy Kissling passed?
Timothy Kissling has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 65 and Series 24. The earliest, the Series 63, was passed in September 1994. FINRA credited Timothy Kissling with the SIE, which began in October 2018.
Where did Timothy Kissling work before Kissling Financial Services?
Before Kissling Financial Services, Timothy Kissling was registered through Madison Avenue Advisors, Inc., December 2006 to March 2009; WRP Investments, Inc., August 2001 to December 2006.
Where is Timothy Kissling based?
Timothy Kissling’s registered office is in New Castle, PA.
Is Timothy Kissling registered with FINRA?
No. Timothy Kissling has no current broker registration.
How can I verify Timothy Kissling’s record?
Search CRD 2515918 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Kissling’s full registration record.