AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RK

Ryan Patrick Kolstad

AP INVESTMENT MANAGEMENT
MOUNTAIN VIEW, CA
·CRD# 7339106·1 year experience

Professional Summary

Ryan Patrick Kolstad, who also goes by Ryan Kolstad, is a registered financial advisor currently at AP INVESTMENT MANAGEMENT located in Mountain View, California. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Ryan has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan Kolstad

Blog Corner

More Resources

Similar Advisors

Bugra Bakan
Bugra Bakan

OCCIDENTAL ASSET MANAGEMENT, LLC

BURLINGAME, CA · CRD#
View profile
Ashkahn Moayedi
Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

DANVILLE, CA · CRD#
Ronald William Guay
Ronald William Guay

FALCON WEALTH PLANNING, LLC

San Jose, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Bugra Bakan
Bugra Bakan

OCCIDENTAL ASSET MANAGEMENT, LLC

BURLINGAME, CA · CRD#
Ashkahn Moayedi
Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

DANVILLE, CA · CRD#
Ronald William Guay
Ronald William Guay

FALCON WEALTH PLANNING, LLC

San Jose, CA · CRD#
AG
Adam Christopher Green

J.P. MORGAN SECURITIES LLC

Half Moon Bay, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Bugra Bakan
Bugra Bakan

OCCIDENTAL ASSET MANAGEMENT, LLC

BURLINGAME, CA · CRD#
Ashkahn Moayedi
Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

DANVILLE, CA · CRD#
Ronald William Guay
Ronald William Guay

FALCON WEALTH PLANNING, LLC

San Jose, CA · CRD#
AG
Adam Christopher Green

J.P. MORGAN SECURITIES LLC

Half Moon Bay, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Bugra Bakan
Bugra Bakan

OCCIDENTAL ASSET MANAGEMENT, LLC

BURLINGAME, CA · CRD#
Ashkahn Moayedi
Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

DANVILLE, CA · CRD#
Ronald William Guay
Ronald William Guay

FALCON WEALTH PLANNING, LLC

San Jose, CA · CRD#
AG
Adam Christopher Green

J.P. MORGAN SECURITIES LLC

Half Moon Bay, CA · CRD#

Years of Experience

1 years in the financial services industry

Current & Past Employments

Current

AP INVESTMENT MANAGEMENTCurrent·CRD# 334805
RIA
800 W El Camino Real #180, Mountain View, CA 94040
June 15, 2026 - Present

Similar Advisors

Bugra Bakan
Bugra Bakan

OCCIDENTAL ASSET MANAGEMENT, LLC

BURLINGAME, CA · CRD#
Ashkahn Moayedi
Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

DANVILLE, CA · CRD#
Ronald William Guay
Ronald William Guay

FALCON WEALTH PLANNING, LLC

San Jose, CA · CRD#
AG
Adam Christopher Green

J.P. MORGAN SECURITIES LLC

Half Moon Bay, CA · CRD#

Current Firm

AI
AP INVESTMENT MANAGEMENT

AP FINANCIAL LLC | AP-FINANCIAL LLC | AP INVESTMENT MANAGEMENT

CRD#: 334805 / SEC#: 801-132030
RIA
Registered Investment Advisory firm - SEC (6/17/2025 Terminated)
California
Registered Investment Advisory firm - California (5/19/2025 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (4/7/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (6/10/2025 Conditional Restricted)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

800 W El Camino Real #180, Mountain View, CA 94040

Phone Number

(650) 618-1091

# of Employees

1

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

150

AUM (Assets Under Management)

$41,944,772

Similar Advisors

Bugra Bakan
Bugra Bakan

OCCIDENTAL ASSET MANAGEMENT, LLC

BURLINGAME, CA · CRD#
Ashkahn Moayedi
Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

DANVILLE, CA · CRD#
Ronald William Guay
Ronald William Guay

FALCON WEALTH PLANNING, LLC

San Jose, CA · CRD#
AG
Adam Christopher Green

J.P. MORGAN SECURITIES LLC

Half Moon Bay, CA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

ORR & ASSOCIATES - NOT INVESTMENT RELATED - ADDRESS OF BUSINESS: 28780 �SINGLE OAK DR., SUITE 255, TEMECULA, CA 92590 - NATURE OF THE OTHER BUSINESS: PROPERTY AND CASUALTY INSURANCE - POSITION HELD: REMOTE AGENT - RELATIONSHIP WITH OTHER BUSINESS: AGENT/BROKER - START DATE OF RELATIONSHIP: MARCH, 2026 - APPROXIMATELY 80 HOURS PER MONTH ARE DEVOTED TO THIS BUSINESS - APPROXIMATELY 20 HOURS ARE DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS - DUTIES UNDER THIS OTHER BUSINESS INCLUDE SELLING AND QUOTING COMMERCIAL GENERAL LIABILITY, WORKER'S COMPENSATION, BUSINESS AUTO, CYBER, PROFESSIONAL LIABILITY, AND BONDS.

Similar Advisors

Bugra Bakan
Bugra Bakan

OCCIDENTAL ASSET MANAGEMENT, LLC

BURLINGAME, CA · CRD#
Ashkahn Moayedi
Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

DANVILLE, CA · CRD#
Ronald William Guay
Ronald William Guay

FALCON WEALTH PLANNING, LLC

San Jose, CA · CRD#
AG
Adam Christopher Green

J.P. MORGAN SECURITIES LLC

Half Moon Bay, CA · CRD#

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.
IAR
California
(6/15/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Similar Advisors

Bugra Bakan
Bugra Bakan

OCCIDENTAL ASSET MANAGEMENT, LLC

BURLINGAME, CA · CRD#
Ashkahn Moayedi
Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

DANVILLE, CA · CRD#
Ronald William Guay
Ronald William Guay

FALCON WEALTH PLANNING, LLC

San Jose, CA · CRD#
AG
Adam Christopher Green

J.P. MORGAN SECURITIES LLC

Half Moon Bay, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Patrick Kolstad's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Bugra Bakan
Bugra Bakan

OCCIDENTAL ASSET MANAGEMENT, LLC

BURLINGAME, CA · CRD#
Ashkahn Moayedi
Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

DANVILLE, CA · CRD#
Ronald William Guay
Ronald William Guay

FALCON WEALTH PLANNING, LLC

San Jose, CA · CRD#
AG
Adam Christopher Green

J.P. MORGAN SECURITIES LLC

Half Moon Bay, CA · CRD#