Zachary A. Gasper

PERSPECTIVE WEALTH ADVISORS

LOVELAND, CO 80538

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CRD#: 6338704

Professional summary

Zachary Adam Gasper is a registered financial advisor currently at PERSPECTIVE WEALTH ADVISORS located in Loveland, Colorado.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Zachary has worked at 5 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.

TREASURER, PARISH LIFE MINISTRIES, 3305 ICE LAKE CT, LOVELAND, , COLORADO, 80538, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 9/13/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, TREASURER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Adam Gasper'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

September 9, 2024 - Present

PERSPECTIVE WEALTH ADVISORS

Office #1: 1615 Foxtrail Drive Suite 260, Loveland, CO 80538

RIA

CRD#: 332574

LOVELAND, CO

Past

July 30, 2021 - September 9, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Loveland, CO

Past

July 26, 2021 - September 9, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Loveland, CO

Past

June 18, 2019 - November 5, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Battle Creek, MI

Past

June 18, 2019 - November 5, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

BATTLE CREEK, MI

Past

October 31, 2018 - February 6, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

NORTHGLENN, CO

Past

October 17, 2018 - February 6, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

NORTHGLENN, 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".

PERSPECTIVE WEALTH ADVISORS

PERSPECTIVE WEALTH ADVISORS | PERSPECTIVE WEALTH ADVISORS LLC

CRD#: 332574 / SEC#: 801-131075

RIA

Registered Investment Advisory firm - (9/9/2024 Approved)

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

Colorado
(9/9/2024)

IAR

Texas
(9/9/2024)

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

State Security Law Exam

IAR

Series 66

Date: 10/30/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/17/2018

General Securities Representative Examination

Current Firm

PERSPECTIVE WEALTH ADVISORS

PERSPECTIVE WEALTH ADVISORS | PERSPECTIVE WEALTH ADVISORS LLC

CRD#: 332574 / SEC#: 801-131075

RIA

Registered Investment Advisory firm - (9/9/2024 Approved)

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Contact information

Main Address

1615 Foxtrail Drive Suite 260, Loveland, CO 80538

Mailing Address

Phone number

(970) 732-7975

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	657
AUM (Assets Under Management)	$ 113,069,712

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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Advisor Monitoring

Firm Stability Insights

Zachary A. Gasper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Adam Gasper's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

PERSPECTIVE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2018

SIE

Date: 10/18/2018

Series 7

Date: 10/17/2018

Current Firm

PERSPECTIVE WEALTH ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERSPECTIVE WEALTH ADVISORS

TRUST BUT VERIFY

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