ZB
Zachary T. Bouck
DENVER WEALTH MANAGEMENT
DENVER, CO 80237
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CRD#: 5523748
ZB
Professional summary
Zachary Tobias Bouck, CFP®, CIMA® is a registered financial advisor currently at DENVER WEALTH MANAGEMENT, INC. located in Denver, Colorado and LPL FINANCIAL LLC located in Denver, Colorado.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Zachary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) 05/16/2012: Denver Wealth Management - DBA for LPL Business (Entity for LPL Business) - INV Related - Reported Business Location - 100% Time Spent 2) 11/15/2016: Providence Capital Partners Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/28/16 - 80 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Providence Capital Partners, Inc., an independent investment advisor firm. I started this business activity in August 2016. I expect to spend approximately 80 hours per month] on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 9/26/2017: Providence Capital Partners Inc. - DBA: Denver Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/01/2016 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Providence Capital Partners, Inc., an independent investment advisor firm. I started this business activity in August 2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 2/2/2021 - No Business Name - Investment Related - Denver, CO 80231 - Real Estate Rental - Start Date: 1/7/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Will rent out the property using a rental agency. 5) 2/2/2021 - Blackhawk Glampsite - Investment Related - Blackhawk, CO - Real Estate Rental - Start Date: 2/1/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Will rent out our land for camping. 6) 2/3/2021 - Denver Wealth Management., Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/15/2021 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Denver Wealth Management, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 10/12/2021 - ElsaDasa LLC - Investment Related - Winter Park, CO - Real Estate Rental - Start Date: 10/08/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Rent out our vacation home for both short term and seasonal rentals. 8) 04/24/2024 - Real Estate Rental - Investment Related - Denver, CO - Start Date 05/15/2024 - 1 Hour Per Month/ During Trading 9) 12/12/2024 - Bulls Win, LLC - Real Estate Rental - Owner - Investment Related - Steamboat Springs, CO - Start Date 11/20/2024 - 1 hour per month/ during trading 10) 10/28/2025- No Business Name- Other - Author- INV Related- Located online-Start date 10/24/2025- 4 Hours Per Month 11) 10/28/2025- Denver Wealth Family Office LLC- Tax Prep/Accounting/CPA- INV Related- At Denver CO- Start date 10/27/2025- 4 Hours Per Month- 4 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Tobias Bouck'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®
Experience
Current
September 23, 2016 - Present
DENVER WEALTH MANAGEMENT, INC.
Office #1: 4582 S Ulster St. Suite 1300, Denver, CO 80237RIA
CRD#: 284868
DENVER, CO
Current
June 1, 2012 - Present
LPL FINANCIAL LLC
Office #1: 4582 S Ulster St Ste 1300, Denver, CO 80237RIA
BD
CRD#: 6413
DENVER, CO
Past
June 1, 2012 - February 27, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
GOLDEN, CO
Past
June 25, 2008 - June 6, 2012
WADDELL & REED
RIA
CRD#: 866
DENVER, CO
Past
June 10, 2008 - June 6, 2012
WADDELL & REED
BD
CRD#: 866
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/14/2020)
RR
Arizona(9/14/2020)
RR
California(9/14/2020)
RR
Colorado(6/1/2012)
IAR
Colorado(9/23/2016)
RR
Florida(9/14/2020)
RR
Illinois(1/21/2022)
RR
Indiana(10/15/2025)
RR
Kansas(1/17/2019)
RR
Kentucky(9/14/2020)
RR
Maryland(4/9/2024)
RR
Michigan(9/14/2020)
RR
Minnesota(9/14/2020)
RR
Nevada(2/6/2018)
RR
New Hampshire(11/10/2023)
RR
New Mexico(6/13/2012)
RR
New York(9/14/2020)
RR
North Dakota(9/14/2020)
RR
Pennsylvania(2/8/2023)
RR
South Carolina(10/2/2023)
RR
South Dakota(2/9/2018)
RR
Texas(2/16/2018)
RR
Virginia(9/14/2020)
RR
Washington(9/14/2020)
RR
Wisconsin(2/27/2018)
RR
Wyoming(9/14/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4582 S Ulster St. Suite 1300, Denver, CO 80237
Mailing Address
Phone number
(303) 261-8015
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,213 |
| AUM (Assets Under Management) | $ 435,735,676 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868Denver, CO 80237TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
