Ryan Allan Koselak
Investment adviser representative at Kestrel Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$143.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Kestrel Wealth Management, LLCAug 2024 to now
- AdvyzonMay 2023 to Jul 2024
- Grand Wealth ManagementSep 2022 to Mar 2023
- Brookstone Capital ManagementOct 2021 to Sep 2022
- Juday Creek Golf CourseMay 2014 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IN, MI).
Kestrel Wealth Management, LLC
$143.9MAssets managed
85Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7970758
- Firm CRD
- 153503