Kevin Koslofski, financial advisor Decatur IL
93 score

Kevin Koslofski

CRD Number: 3033810
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Kevin Koslofski (CRD# 3033810) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Decatur, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Decatur, IL Feb 2008 - Current 8
Axa Advisors, LLC Decatur, IL Oct 2002 - Feb 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Dec 2002
Contact Info for Kevin C. Koslofski
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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