MK
Martin Kollmorgen
SERENITY ALTERNATIVE INVESTMENT MANAGEMENT
ARVADA, CO 80003
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CRD#: 7336620
MK
Martin KollmorgenSERENITY ALTERNATIVE INVESTMENT MANAGEMENT
Professional summary
Martin Kollmorgen is a registered financial advisor currently at SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC located in Arvada, Colorado.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Martin has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Martin Kollmorgen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 19, 2025 - Present
SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC
Office #1: 7878 Wadsworth Blvd Suite 350, Arvada, CO 80003RIA
CRD#: 312214
ARVADA, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(9/19/2025)
Exams
Current Firm
SA
SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC
SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC
CRD#: 312214 / SEC#: 802-120470
Colorado
Registered Investment Advisory firm - (9/18/2025 Approved)Loading...
Contact information
Main Address
7878 Wadsworth Blvd Suite 350, Arvada, CO 80003
Mailing Address
Phone number
(630) 730-5745
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 15,016,099 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 2/15/2024 |
| Colorado | ERA - Withdrawn | 3/25/2025 |
Red Flags
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