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Eric Frank Koselak

Kestrel Wealth Management, LLC

South Bend, IN

CRD 2439448

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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

AuthorityCategoryStatusDate
MI RA APPROVED 2026-04-29
IN RA APPROVED 2010-05-28
  • MI RA
    APPROVED
    Since 2026-04-29
  • IN RA
    APPROVED
    Since 2010-05-28

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
OrganizationCityStateFromTo
Kestrel Wealth Management, Llc South Bend IN 05/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-11
S63 Uniform Securities Agent State Law Examination 1994-02-04
  • S65 Uniform Investment Adviser Law Examination
    2010-02-11
  • S63 Uniform Securities Agent State Law Examination
    1994-02-04

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
GOLDEN YEARS FINANCIAL ADVISORS, INC.

Nearby Investors

BRIAN SCOTT JACKSON
Jonathan Edward Kintner
Billie Jean Treber

Nearby Offices

LPL FINANCIAL LLC · SOUTH BEND, IN
EDWARD JONES · SOUTH BEND, IN
LPL FINANCIAL LLC · SOUTH BEND, IN

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