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Herbert Alexander Kosterlitz

Farmers Financial Solutions, LLC

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About Herbert Alexander Kosterlitz

Herbert Alexander Kosterlitz is a financial advisor registered with Farmers Financial Solutions, LLC in Murray, Utah. Herbert is a licensed securities professional and holds the Series 6, Series 63, and SIE licenses. Herbert is also registered as an investment advisor representative (IAR). Herbert has over 20 years of experience in the financial services industry. He began his career at Investors Brokerage Services, Inc. in Elgin, Illinois before joining Farmers Financial Solutions, LLC in 2000. Herbert has an extensive background in helping individuals and families achieve their financial goals.

Firm Information

Herbert Kosterlitz is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Herbert Kosterlitz’s Registration & Firm History

UT

09/08/2000 - Present

Farmers Financial Solutions, LLC (MURRAY UT)

IL

07/18/2000 - 09/08/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

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Licenses & Designations

BC

Issued 11/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Herbert Alexander Kosterlitz.
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