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Inactive

Eric Frank Koselak

Kestrel Wealth Management, LLC

South Bend, IN

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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

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