Svetlana Koltun
Investment adviser representative at Ascentis Independent Advisors, LLC
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Ascentis Independent Advisors, LLCOct 2026 to now
- Peak Brokerage Services, LLCOct 2026 to now
- Raymond James Financial Services Advisors, Inc.Jan 2022 to Oct 2026
- Raymond James Financial Services, Inc.Jan 2022 to Oct 2026
- Ifam CapitalJan 2014 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2758595
- Firm CRD
- 322879