<![CDATA[Gainesville - Israels & Neuman, PLC]]> https://www.israelsneuman.com/blog/tags/gainesville/ Wed, 20 Aug 2025 15:41:51 GMT en-us <![CDATA[Will Olinger of Valmark Securities Customer Complaints]]> https://www.israelsneuman.com/blog/will-olinger-of-valmark-securities-customer-complaints/ https://www.israelsneuman.com/blog/will-olinger-of-valmark-securities-customer-complaints/ Wed, 18 Jun 2025 14:10:00 GMT Did you invest in Celebration Pointe Plaza through Will Olinger?  You may be able to recover investment losses. Israels & Neuman, a securities and investment fraud law firm, is looking into claims by a former customer against Will Olinger, who was a representative with Valmark Securities.  . Former Customer Filed a Case Against Olinger According…

]]> Did you invest in Celebration Pointe Plaza through Will Olinger?  You may be able to recover investment losses. Israels & Neuman, a securities and investment fraud law firm, is looking into claims by a former customer against Will Olinger, who was a representative with Valmark Securities. 

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Former Customer Filed a Case Against Olinger

According to news articles, Patricia Shively was an investor in Celebration Pointe.  Will Olinger and his firm, Koss Olinger, were alleged to have sold investments in Celebration Pointe to Ms. Shively.  Three companies surrounding Celebration Pointe filed for bankruptcy in 2024, which decimated investors’ investments in Celebration Pointe. 

The lawsuit alleged that Olinger needed Celebration Pointe to be successful because Olinger had his other clients invested in the same.  The lawsuit also names Svein Dyrkolbotn and Viking Companies as parties and alleges that Olinger failed to disclose his relationship with Dyrkolbotn.   According to the allegations, Celebration Pointe Plaza would have floundered years ago without infusions of cash from Ms. Shively.

Will Olinger’s Financial Industry History

Will Olinger was licensed with Valmark Securities from 1999 to February 2025, where he worked in a Gainesville, Florida office.  He also ran Koss Olinger Consulting, which is a registered investment adviser. 

Can Valmark Securities Be Liable for Olinger’s Conduct?

Pursuant to FINRA rules, as well as securities rules and regulations, firms like Valmark Securities are required to reasonably supervise its advisors or stockbrokers.  The firm could be liable if it failed to reasonably supervise Mr. Olinger.

We Help Investors Nationwide, Including in Florida

Israels & Neuman represents investors throughout the United States as well as Florida, who have been victims of broker misconduct, unsuitable investment recommendations, and fraud.  Attorney David Neuman is licensed to practice law in Florida.  If you were a client of Will Olinger and believe your financial advisor acted improperly, you may be entitled to recover losses through FINRA arbitration.

Contact Us for a Free Case Evaluation

Call us today at (720) 599-3505 or (206) 795-5798 or fill out our contact form to learn more about your rights. We represent Florida investors and are ready to help you recover what you deserve.

]]> <![CDATA[RODERICK WHITED of Northwestern Mutual Accused of Stealing Money from Charity]]> https://www.israelsneuman.com/blog/roderick-whited-northwestern-mutual-stealing-money-from-charity/ https://www.israelsneuman.com/blog/roderick-whited-northwestern-mutual-stealing-money-from-charity/ Mon, 22 Nov 2021 18:22:19 GMT GAINESVILLE, FLORIDA Have you lost money with financial advisor Roderick Whited, formerly with Northwestern Mutual in Gainesville, Florida? We are looking into allegations made against Roderick Whited. Whited was barred from the securities industry by FINRA after he was alleged to have misappropriated funds from a charitable event that he organized. White has since repaid…

]]> GAINESVILLE, FLORIDA Have you lost money with financial advisor Roderick Whited, formerly with Northwestern Mutual in Gainesville, Florida? We are looking into allegations made against Roderick Whited. Whited was barred from the securities industry by FINRA after he was alleged to have misappropriated funds from a charitable event that he organized. White has since repaid some of the money back to the charity.

Roderick Whited was with Northwestern Mutual from 1996 to February 2020. He has worked at branch offices in Gainesville, Florida. Whited was also the subject of one customer complaint, and he was also allowed to resign by Northwestern Mutual.

Brokerage firms like Northwestern Mutual have a responsibility to adequately supervise all representatives who are registered through their firm. Brokerage firms also must take steps to ensure that their financial advisors follow all securities rules and regulations, as well as internal firm policies. When brokerage firms fail to adequately supervise their registered representatives, they may be liable for investment losses sustained by customers.

Israels & Neuman PLC is a securities and investment fraud law firm with offices in Denver, Colorado; Seattle, Washington; Phoenix, Arizona; and Ann Arbor, Michigan. We represent investors in FINRA arbitration proceedings in all 50 states, including investors in Florida. Our attorneys have represented over one thousand investors against many brokerage firms in the past.

Click to view R Whited BrokerCheck Report

If you lost money with Roderick Whited or Northwestern Mutual, contact the law firm of ISRAELS & NEUMAN at (720) 599-3505 or (206) 795-5798 for a Free evaluation of your case.

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