Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Craig Koslofski is a financial advisor with over 20 years of experience in the industry. Kevin is currently registered with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc.. Kevin is a Registered Representative and Investment Advisor Representative in Illinois. Kevin's areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors. Kevin has worked with a variety of clients, including individuals, high net worth individuals, corporations, and pension plans. Kevin is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/04/2008 - Present
Berthel, Fisher & Co. Financial Services, Inc. (FORSYTH IL)
IL
12/06/2002 - 03/05/2008
AXA ADVISORS, LLC (DECATUR IL)
NY
10/21/2002 - 12/03/2002
AXA ADVISORS, LLC (NEW YORK NY)
MN
03/25/1998 - 10/30/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 12/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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