National investment loss lawyers KlaymanToskes is investigating broker Kevin Koslofski of Berthel Fisher & Company Financial Services (CRD #3033810).
According to FINRA BrokerCheck, broker Kevin Koslofski of Berthel Fisher & Company Financial Services is currently facing an investor dispute alleging $180,000 in damages. The customer alleges that Koslofski made unsuitable investment recommendations and overconcentrated the customer’s accounts in alternative investments and private placements, while also misrepresenting the investments.
Investors that suffered losses with broker Kevin Koslofski are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Kevin Koslofski, a broker registered with Berthel, Fisher & Company Financial Services, is currently involved in an investor dispute. The investor alleges that Koslofski recommended investments that were not suitable and overconcentrated their investments in alternatives and private placements. The investor is alleging $180,000 in damages. Over his 26-year career, Koslofski has worked with four firms: Berthel Fisher & Company Financial Services, BFC Planning, AXA Advisors, and Thrivent Investment Management.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against broker Kevin Koslofski. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encourage to contact our firm immediately if you have experienced any of the following:
Some investors have close relationships with their brokers due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships.
Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised. At KlaymanToskes, our team of experienced securities attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.
If you suffered losses with broker Kevin Koslofski, or have concerns regarding your investment portfolio at Berthel Fisher & Company Financial Services, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.