IMPACT Financial Strategies

What changed

Leads IMPACT Financial Strategies, a six-person Fort Collins, Colo., practice with about $303 million in client assets, moving from Raymond James Financial Services to Ascentis Independent Advisors.

Reported / discovered

Oct 8, 2026

Effective

Not reported

New role

Leader, IMPACT Financial Strategies

Previous role

Not reported

Market

Fort Collins, CO

Reported book

$303M

Reported team size

6 people

Named people

6

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

14 observations consolidated into one event.