KISSINGER FINANCIAL SERVICES, LLC
CRD #284871 SEC #801-108268 HUNT VALLEY, MD 410-252-3400
SEC Registered
Total AUM
$261.7M
Discretionary
$212.9M
Employees
14
Clients
0
Accounts
2,150
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 29, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALL, GEORGE, LESTER | I | VICE PRESIDENT | NA | Control |
| BALL, GEORGE, LESTER | I | VICE PRESIDENT | NA | Control |
| BALL, GEORGE, LESTER | I | VICE PRESIDENT | NA | Control |
| BALL, GEORGE, LESTER | I | VICE PRESIDENT | NA | Control |
| BALL, GEORGE, LESTER | I | VICE PRESIDENT | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | |
| HUNT, DAVID, LEE | I | VICE PRESIDENT | NA | |
| HUNT, DAVID, LEE | I | VICE PRESIDENT | NA | |
| HUNT, DAVID, LEE | I | VICE PRESIDENT | NA | |
| HUNT, DAVID, LEE | I | VICE PRESIDENT | NA | |
| HUNT, DAVID, LEE | I | VICE PRESIDENT | NA | |
| HUNT, DAVID, LEE | I | VICE PRESIDENT | NA | |
| HUNT, DAVID, LEE | I | VICE PRESIDENT | NA | |
| HUNT, DAVID, LEE | I | VICE PRESIDENT | NA | |
| HUNT, DAVID, LEE | I | VICE PRESIDENT | NA | |
| KISSINGER, EDWARD WILLIAM, HENRY | I | VICE PRESIDENT | NA | |
| KISSINGER, EDWARD WILLIAM, HENRY | I | VICE PRESIDENT | NA | |
| KISSINGER, EDWARD WILLIAM, HENRY | I | VICE PRESIDENT | NA | |
| KISSINGER, EDWARD WILLIAM, HENRY | I | VICE PRESIDENT | NA | |
| KISSINGER, EDWARD WILLIAM, HENRY | I | VICE PRESIDENT | NA | |
| KISSINGER, EDWARD WILLIAM, HENRY | I | VICE PRESIDENT | NA | |
| KISSINGER, EDWARD WILLIAM, HENRY | I | VICE PRESIDENT | NA | |
| KISSINGER, EDWARD WILLIAM, HENRY | I | VICE PRESIDENT | NA | |
| KISSINGER, EDWARD WILLIAM, HENRY | I | VICE PRESIDENT | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT | NA | |
| PAGLIUCO, ROBERT, STEVEN | I | EVP AND TREASURER | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EVP AND TREASURER | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EVP AND TREASURER | NA | Control |
| TYSON, WILLIAM, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| TYSON, WILLIAM, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| TYSON, WILLIAM, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| TYSON, WILLIAM, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| TYSON, WILLIAM, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| TYSON, WILLIAM, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| TYSON, WILLIAM, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| TYSON, WILLIAM, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| TYSON, WILLIAM, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | SUMMER WEALTH MANAGEMENT LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | SUMMER WEALTH MANAGEMENT LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | SUMMER WEALTH MANAGEMENT LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | SUMMER WEALTH MANAGEMENT LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | SUMMER WEALTH MANAGEMENT LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | SUMMER WEALTH MANAGEMENT LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C |
Registrations
Federal
IA
Jun 29, 2017 REGISTERED
Notice Filings (38)
AL AR AZ CA CO CT DC DE FL GA IA ID IL IN KY LA MA MD ME MI MN MO MS NC NJ NM NV OK OR PA RI SC TN TX VA VT WA WV
Address
10155 YORK ROADSUITE 105
HUNT VALLEY, MD 21030
United States
Phone: 410-252-3400