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Michael J Kostelnik

Family Life Financial Planning

Mentor, OH

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Current Employers
Family Life Financial Planning

8350 Tyler Blvd, Mentor, OH 44060 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-09-06
  • OH RA
    APPROVED
    Since 2016-09-06

Branch Locations

8350 Tyler Blvd, Mentor, OH 44060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Family Life Financial Planning, Llc Mentor OH 08/2016 Present
  • 08/2016 → Present
    Family Life Financial Planning, Llc
    Mentor, OH
Previous Registrations
  • 2013-09-03 → 2016-08-17
    Cetera Wealth Services, Llc
    Cleveland, OH
  • 2012-01-24 → 2013-09-03
    Walnut Street Securities, Inc.
    Cleveland, OH
  • 2005-06-08 → 2006-04-07
    Morgan Stanley Dw Inc.
    Beachwood, OH
Other Businesses

NAME OF OTHER BUSINESS: BIG BROTHERS BIG SISTERS OF NORTH EAST OHIO DBA TORCHLIGHT YOUTH MENTORING INVESTMENT RELATED: NO ADDRESS: 8 NORTH STATE STREET, SUITE 360 PAINESVILLE, OH 44077 NATURE OF BUSINESS: NON-PROFIT START DATE: 01/13/2016 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: VOLUNTEER BOARD MEMBER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-01
S66 Uniform Combined State Law Examination 2005-06-07
  • S65 Uniform Investment Adviser Law Examination
    2016-03-01
  • S66 Uniform Combined State Law Examination
    2005-06-07
Other Names
  • Mike J. Kostelnik
  • Mikle Joseph Kostelnik

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