Ryan Koselak has been an investment adviser representative at Kestrel Wealth Management since August 2024, and is not listed among the firm’s executive officers or direct owners.
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 · 2 yearsSouth Bend, IN · Adviser representative · Firm CRD 153503
Investment adviser representative registrations
Ryan Koselak is registered as an investment adviser representative in 2 states. The first approvals date from August 2024; the most recent is Indiana, in August 2025.
- IndianaSince 19 August 2025
- MichiganSince 14 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ryan Allan Koselak
- CRD
- 7970758
- Firm
- Kestrel Wealth Management · CRD 153503
- Office
- 201 S. MAIN STREET, SUITE 503, South Bend, IN 46601
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Koselak work?
Ryan Koselak is an investment adviser representative registered through Kestrel Wealth Management, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Koselak a financial advisor?
Yes. Ryan Koselak has a current investment-adviser registration in Indiana and Michigan, through Kestrel Wealth Management since August 2024.
How many years of experience does Ryan Koselak have?
Ryan Koselak has 2 years in the financial industry, since August 2024, across 1 adviser firm.
What exams has Ryan Koselak passed?
Ryan Koselak passed the Series 65 in July 2024.
Where is Ryan Koselak based?
Ryan Koselak’s registered office is in South Bend, IN.
Is Ryan Koselak registered with FINRA?
No. Ryan Koselak has no current broker registration.
How can I verify Ryan Koselak’s record?
Search CRD 7970758 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Koselak’s full registration record.