Investment adviser representative · Ascensus Investment Advisors, LLC
Kristin Ertel
CRD 5927387 · Fishers, IN
At a glance
Kristin Ertel is an investment adviser representative with Ascensus Investment Advisors, LLC in Fishers, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kristin’s SEC record dates to 2013, about 12 years ago.
Current advisory firm
- Ascensus Investment Advisors, LLCSince March 2026Fishers, IN · $13B in regulatory assets
SEC adviser record
- Registered since
- 2013 (12 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kristin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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