Inactive

Ryan Allan Koselak

Kestrel Wealth Management, LLC

CRD 7970758

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Employer firm

Kestrel Wealth Management, LLC CRD 153503

$144M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Kestrel Wealth Management, Llc

201 S. Main Street Suite 503, South Bend, IN 46601 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APP_PEND_IARCE	2026-01-01
IN	RA	APPROVED	2025-08-19

MI RA
APP_PEND_IARCE

Since 2026-01-01
IN RA
APPROVED

Since 2025-08-19

Branch Locations

201 S. Main Street Suite 503, South Bend, IN 46601 • 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

Organization	City	State	From	To
Juday Creek Golf Course	Granger	IN	05/2014	11/2021
Brookstone Capital Management	Wheaton	IL	10/2021	09/2022
Grand Wealth Management	Grand Rapids	MI	09/2022	03/2023
Advyzon	Grand Rapids	MI	05/2023	07/2024
Kestrel Wealth Management, Llc	South Bend	IN	08/2024	Present

05/2014 → 11/2021

Juday Creek Golf Course

Granger, IN
10/2021 → 09/2022

Brookstone Capital Management

Wheaton, IL
09/2022 → 03/2023

Grand Wealth Management

Grand Rapids, MI
05/2023 → 07/2024

Advyzon

Grand Rapids, MI
08/2024 → Present

Kestrel Wealth Management, Llc

South Bend, IN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-07-26

S65 Uniform Investment Adviser Law Examination

2024-07-26

Designations

Certified Financial Planner

View on SEC IAPD

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