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KISSLING FINANCIAL SERVICES, LLC

NEW CASTLE, PA · CRD 299531 · IAPD ↗ · kisslingfinancial.com · 724-667-1617

$165.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — KISSLING FINANCIAL SERVICES, LLC reported RAUM up 47% ($112.8M -> $165.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
June 2025 — KISSLING FINANCIAL SERVICES, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
October 2024 — KISSLING FINANCIAL SERVICES, LLC (NEW CASTLE, PA) is newly SEC-registered with $104.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.