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Eric Frank Koselak

KESTREL WEALTH MANAGEMENT, LLC·SOUTH BEND, Indiana
Series 7, Series 63, Series 65Clean record16 years registeredKESTREL WEALTH MANAGEMENT, LLC
201 S. MAIN STREET, SOUTH BEND, IN 46601CRD# 2439448Firm CRD# 153503

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Frank Koselak · SOUTH BEND, IN
Registration
CRD #2439448 · KESTREL WEALTH MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

KESTREL WEALTH MANAGEMENT, LLC
May 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 28, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KESTREL WEALTH MANAGEMENT, LLC
CRD 153503 · SEC 801-123414
AUM
$128M
Regulatory assets under management
Employees
1
197 client accounts
Services offered by KESTREL WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KESTREL WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Eric Frank Koselak offer?
Eric Frank Koselak specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SOUTH BEND, Indiana for a consultation.
What are Eric Frank Koselak's credentials?
Eric Frank Koselak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Frank Koselak located?
Eric Frank Koselak is based in SOUTH BEND, Indiana, working with KESTREL WEALTH MANAGEMENT, LLC. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.
How does Eric Frank Koselak charge for services?
Eric Frank Koselak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KESTREL WEALTH MANAGEMENT, LLC?
KESTREL WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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