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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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ZG

Zachary A. Gasper

PERSPECTIVE WEALTH ADVISORS
LOVELAND, CO 80538
Some features on this profile are disabled
CRD#: 6338704
ZG

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.
The advisor shows no other business activity.

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

BD
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.

BD
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.

BD
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".
PW
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/30/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/18/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/2018
General Securities Representative Examination

Current Firm

PW
PERSPECTIVE WEALTH ADVISORS
PERSPECTIVE WEALTH ADVISORS | PERSPECTIVE WEALTH ADVISORS LLC

CRD#: 332574 / SEC#: 801-131075

RIA
Registered Investment Advisory firm - (9/9/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
6

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts657
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.

Company Information

PERSPECTIVE WEALTH ADVISORS

CRD#: 332574Loveland, CO 80538

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