Kevin KoslofskiCRD 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 19 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Ipi Wealth Management, Inc.
Mml Investors Services, LLC
|Berthel Fisher & Company||Decatur, IL||Feb 2008 - Current||9|
|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|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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