Ryan P. Kolstad

AP INVESTMENT MANAGEMENT

MOUNTAIN VIEW, CA 94040

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CRD#: 7339106

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

Aliases

Ryan Kolstad

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

June 15, 2026 - Present

AP INVESTMENT MANAGEMENT

Office #1: 800 W El Camino Real #180, Mountain View, CA 94040

RIA

CRD#: 334805

MOUNTAIN VIEW, CA

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

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

Current Firm

AP INVESTMENT MANAGEMENT

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

CRD#: 334805 / SEC#: 801-132030

RIA

Registered Investment Advisory firm - (6/17/2025 Terminated)

California

Registered Investment Advisory firm - (5/19/2025 Approved)

Louisiana

Registered Investment Advisory firm - (4/7/2025 Approved)

Texas

Registered Investment Advisory firm - (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).

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Contact information

Main Address

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

Mailing Address

Phone number

(650) 618-1091

Established

Firm type

Fiscal year end

# of Employees

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

Red Flags

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.

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Ryan P. Kolstad

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AP INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

AP INVESTMENT MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AP INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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