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RIA / WealthAdvisor21 years in industry

MICHAEL J KOSTELNIK

Advisor at FAMILY LIFE FINANCIAL PLANNING

MENTOR, OH

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Search this name across graphsid dfx:ria:9690486e-dfb9-4f33-c145-7408e20aab80

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 8, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FAMILY LIFE FINANCIAL PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 7, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Jun 7, 2005
First registration: Jun 8, 2005
Dual registered: no
Other names: MIKE J. KOSTELNIK|Mikle Joseph Kostelnik
IAPD individual key: 4941681

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FAMILY LIFE FINANCIAL PLANNING	State registered	Sep 6, 2016	n/a	yes	MENTOR, OH	Current employment
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Sep 3, 2013	Aug 17, 2016	no	CLEVELAND, OH	Previous registration
WALNUT STREET SECURITIES, INC.	Former SEC adviser	Jan 24, 2012	Sep 3, 2013	no	CLEVELAND, OH	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 8, 2005	Apr 7, 2006	no	BEACHWOOD, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA ADVISOR NETWORKS LLC	FAMILY LIFE FINANCIAL PLANNING	Aug 17, 2016	Sep 6, 2016	20	Firm change	Other
WALNUT STREET SECURITIES, INC.	CETERA ADVISOR NETWORKS LLC	Sep 3, 2013	Sep 3, 2013	0	Firm change	Other
MORGAN STANLEY DW INC.	WALNUT STREET SECURITIES, INC.	Apr 7, 2006	Jan 24, 2012	2,118	Firm change after gap	Other

Relationships

Registered with (4)

→ FAMILY LIFE FINANCIAL PLANNINGRegistered adviserregistration: current employment
Sep 6, 2016 to presentfactForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Sep 3, 2013 to Aug 17, 2016factForm ADV
→ WALNUT STREET SECURITIES, INC.Registered adviserregistration: previous registration
Jan 24, 2012 to Sep 3, 2013factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 8, 2005 to Apr 7, 2006factForm ADV

Dated events

No dated event names this entity yet.