Eric Koselak has been Managing Member/Chief Compliance Officer of Kestrel Wealth Management since March 2010, is a control person of the firm and directly owns 75% or more of it.
Kestrel Wealth Management, LLC is a South Bend, IN firm with $144M under management, 85 clients and 2 advisers across 2 offices, as of its January 2026 filing.
- – present · 16 yearsSouth Bend, IN · Adviser representative · Firm CRD 153503
Investment adviser representative registrations
Eric Koselak is registered as an investment adviser representative in 2 states. The first approvals date from May 2010; the most recent is Michigan, in March 2018.
- IndianaSince 28 May 2010
- MichiganSince 27 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 February 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 February 1994 |
| Series 7 | General Securities Representative Examination | 21 January 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Frank Koselak
- CRD
- 2439448
- Firm
- Kestrel Wealth Management · CRD 153503
- Role
- Managing Member/Chief Compliance Officer
- Office
- 201 S. MAIN STREET, SUITE 503, South Bend, IN 46601
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Koselak work?
Eric Koselak has been Managing Member/Chief Compliance Officer of Kestrel Wealth Management, LLC since March 2010, and is a control person of the firm.
Is Eric Koselak a financial advisor?
Yes. Eric Koselak has a current investment-adviser registration in Indiana and Michigan, through Kestrel Wealth Management since May 2010.
How many years of experience does Eric Koselak have?
Eric Koselak has 16 years in the financial industry, since May 2010, across 1 adviser firm.
What exams has Eric Koselak passed?
Eric Koselak has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1994.
Where is Eric Koselak based?
Eric Koselak’s registered office is in South Bend, IN.
Is Eric Koselak registered with FINRA?
No. Eric Koselak has no current broker registration.
How can I verify Eric Koselak’s record?
Search CRD 2439448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Koselak’s full registration record.