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Eric Frank Koselak

KESTREL WEALTH MANAGEMENT, LLC·SOUTH BEND, Indiana
Clean recordKESTREL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eric Frank Koselak is a registered financial advisor based in SOUTH BEND, Indiana, affiliated with KESTREL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KESTREL WEALTH MANAGEMENT, LLC
KESTREL WEALTH MANAGEMENT, LLC
AUM
$128M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KESTREL WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2439448
Firm CRD# 153503
View on FINRA BrokerCheck →

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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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