Investment adviser representative · Kestrel Wealth Management, LLC
Ryan A. Koselak
CRD 7970758 · South Bend, IN
At a glance
Ryan A. Koselak is an investment adviser representative with Kestrel Wealth Management, LLC in South Bend, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ryan’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Kestrel Wealth Management, LLCSince August 2025South Bend, IN · $144M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ryan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Kestrel Wealth Management, LLC
- Eric F. KoselakSouth Bend
Every advisor at Kestrel Wealth Management, LLC →Kestrel Wealth Management, LLC: assets, clients and custodians →Financial advisors in South Bend, IN →Advisor Moves: who changed firms this week →