Haley Elizabeth Koss
Investment Adviser Representative at Tower Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Haley Elizabeth Koss is an investment adviser representative with Tower Wealth Partners in Carmel, IN, where they have been registered since 2020. They have worked in the securities industry since 2019 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana and Pennsylvania.
Registrations & licenses
- Investment adviser:
- Indiana, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Jun 2019 – Sep 2020Lewisburg, PA
- Cummins, Inc.Jul 2017 – May 2019Nashville, TN
- Airbnb/selfMar 2017 – Jul 2018Nashville, TN
- UnemployedMay 2016 – Feb 2017Lewisburg, PA
- Tower Wealth Partners, Inc.Sep 2020 – no end date reportedLewisburg, PA
- Raymond James Financial Services Advisors Inc.Oct 2019 – Sep 2020Lewisburg, PA
- J Alden Associates, IncOct 2020 – Dec 2024Lewisburg, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Tower Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lewisburg, PA
- SEC file number:
- 801-119415
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 4, 2026
View full firm profileOther advisors at Tower Wealth Partners
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Haley Elizabeth Koss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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