Svetlana Koltun is a registered investment advisor, based in Fort Collins, CO, with 24 years of industry experience.
Location
3711 JFK Parkway, Suite 340, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Svetlana works as the Director of Operations at Impact Financial Strategies, handling various responsibilities including account processing, cash management, and compliance. This takes about half of Svetlana's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Ifam Capital
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.