ALLISON M. ECKLUND
ZESTINY WEALTH | Vice President, Financial Advisor
DENVER, CO
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CRD#: 6818814
Professional summary
ALLISON MARIE ECKLUND, CFP®, who also goes by Ally Ecklund, is a registered financial advisor currently at ZESTINY WEALTH located in Denver, Colorado.
ALLISON is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. ALLISON has worked at 3 firms .
Biography
Ally joined CAPTRUST in 2023 and serves as a financial advisor. She provides investment management and holistic financial planning to high-net-worth individuals and families. She is passionate about educating and empowering clients to help them understand the complexities of their personal finances, with strong attention to detail to create a comprehensive road map for clients to achieve their goals.
With over a decade of experience, Ally was previously an advisor at Buckingham Strategic Wealth as well as a local family office in Dallas, Texas. She began her career as a tax accountant preparing returns for high-net-worth families, trusts and related businesses. She holds both a Bachelor of Business Administration and a Bachelor of Arts in sociology from Southern Methodist University, in addition to a Master of Science in accounting from the University of Texas at Dallas.
Outside of the office, Ally performs comedy locally and enjoys the Colorado summers rafting, hiking, and camping. She also makes a point to travel internationally at least once a year.
Question & Answer
What are your service offerings?
Inheritance
Comprehensive Financial Planni...
Retirement Planning
Business Succession Planning
Tax Planning
How do you get paid?
Fee Only
Are you a "fiduciary"?
Yes
Aliases
Ally Ecklund
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.
Allison Ecklund is Founder of Avec Abundance, LLC. This activity accounts for approximately 25% of their time. Allison Ecklund is 100% owner of Avec Abundance, LLC. In this position, Allison Ecklund provides tax accounting services to individuals and businesses. This can create a conflict of interest in that Allison Ecklund may refer advisory clients to Avec Abundance, LLC in which Allison Ecklund will receive customary compensation in her role as tax preparer for those services. This conflict is mitigated in that clients are not required to utilize Avec Abundance, LLC for tax services and the decision to use or not use Avec Abundance, LLC does not affect the advisory services the client is provided.
CRS (Client Relationship Summary) - RIA
Click below to view ALLISON MARIE ECKLUND'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®
CFP®
Start date: 2015
Education
Southern Methodist University
Southern Methodist University
BA - Sociology
University of Texas at Dallas
MS - Accounting
Experience
Current
December 23, 2024 - Present
ZESTINY WEALTH
RIA
CRD#: 333528
DENVER, CO
Past
April 5, 2023 - July 26, 2023
CAPTRUST
RIA
CRD#: 175112
Lone Tree, CO
Past
June 30, 2017 - April 11, 2023
BUCKINGHAM STRATEGIC WEALTH, LLC
RIA
CRD#: 143323
Denver, CO
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(12/23/2024)
IAR
Texas(1/14/2025)
Exams
Current Firm
ZW
ZESTINY WEALTH
ZESTINY WEALTH | ZESTINY WEALTH, LLC
CRD#: 333528 / SEC#:
Colorado
Registered Investment Advisory firm - (12/23/2024 Approved)Texas
Registered Investment Advisory firm - (1/9/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Denver, CO
Mailing Address
Po Box 7076, Denver, CO 80207
Phone number
(720) 445-5507
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Company Information
ZESTINY WEALTH
Vice President, Financial AdvisorCRD#: 333528Denver, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
