Fort Collins, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ascentis Independent Advisors, LLC
Multi-team
Firm-wide stats for Ascentis Independent Advisors, LLC
About
Ascentis Independent Advisors is a multi‑team SEC‑registered investment adviser serving individuals (including high‑net‑worth clients), trusts, retirement plans, and corporate clients through a network of advisors. The firm offers asset management, comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third‑party managers, and both wrap and co‑advisory program options.
Portfolios are constructed from a mix of public and private securities — including stocks, bonds, ETFs, mutual funds, options, alternative investments, and private placements — and are monitored and rebalanced on an ongoing basis. The firm commonly implements discretionary management via model portfolios, sub‑advisory arrangements (including with an affiliated sub‑adviser), and third‑party co‑advisers or platform programs for trade execution and account administration.
Noteworthy aspects include a Private Direct Investments (PDI) program that offers illiquid private fund opportunities to a limited group of clients with allocation policies that give priority to prior investors, and recent affiliate consolidation and ownership restructuring that expanded in‑house model and sub‑advisory capabilities. The firm’s multi‑office, multi‑advisor scale and routine use of co‑advisory platforms and affiliate models are specifically disclosed in the brochure and are managed through supervisory procedures and written policies to address related conflicts of interest.
Based on Ascentis Independent Advisors, LLC
Expertise
Based on Ascentis Independent Advisors, LLC
Location
3711 Jfk Parkway, Ste 340
Fort Collins CO 80525
Advisors at this office
3
Advisors at this office
Svetlana K
Series 66, Series 63
Fort Collins, CO
Ascentis Independent Advisors, LLC
Svetlana Koltun is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 66 and Series 63 licenses and 24 years of industry experience. Her career includes roles at UBS Financial Services, Citigroup Global Markets, Ifam Capital, and Raymond James Financial Services. She is also an associate at Impact Financial Strategies, where she serves as Director of Operations. Ascentis Independent Advisors is a multi-team SEC-registered adviser serving individuals, trusts, retirement plans, and corporate clients. The firm provides asset management, financial planning, retirement plan consulting, and access to both public and private securities through a variety of portfolio management and co-advisory programs.
Sean D
Series 66
Fort Collins, CO
Ascentis Independent Advisors, LLC
Sean Duffy is a financial advisor at Ascentis Independent Advisors, LLC in Fort Collins, Colorado, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial Services and Colorado State University. He is also an associate employee with Impact Financial Strategies, working in wealth planning. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers asset management, comprehensive portfolio management, financial planning, and consulting services, utilizing a diverse mix of public and private securities and employing discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.
Timothy M
Series 63, Series 66
Fort Collins, CO
Ascentis Independent Advisors, LLC
Timothy Murray is a financial advisor at Ascentis Independent Advisors, LLC in Fort Collins, CO, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward D. Jones & Co., L.P. for 24 years, as well as Raymond James Financial Services Advisors, Inc. for four years. Outside of his advisory role, he owns and operates Shotgun Chaps LLC. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers diversified portfolio management and financial planning, utilizing a mix of public and private securities with discretionary management through model portfolios and sub-advisory arrangements.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")