Kissling Financial Services, LLC
SEC RegisteredGuiding Your Financial Future with Confidence
About the firm
Kissling Financial is led by Timothy J. Kissling, CPA, a financial professional with over 30 years of experience who combines financial advisory with public accounting expertise. The firm emphasizes after-tax growth and overall safety of client portfolios, focusing on retirement and wealth transfer needs. Their mission is to champion clients with knowledge and confidence to enjoy financial freedom through service, expertise, and integrity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, Medicare guidance, and services through the Financial Resource Alliance (an organization of financial services); also provides tax-saving strategies and retirement and wealth transfer assistance.
Who they serve
Clients building their finances, seeking retirement advice, or looking for wealth transfer planning, including those just starting out and those protecting their retirement nest-eggs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 620 | $79M |
| High Net Worth Individuals | 69 | $70M |
| State/Municipal Entities | 2 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kissling Financial Services, LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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