Allison Marie Ecklund
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
Ally Ecklund
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
Education
Southern Methodist University
BBA
BBA
Southern Methodist University
Sociology, BA
Sociology, BA
University of Texas at Dallas
Accounting, MS
Accounting, MS
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Current Firm
ZESTINY WEALTH | ZESTINY WEALTH, LLC
Contact Information
Main Address
Denver, COMailing Address
Po Box 7076, Denver, CO 80207Phone Number
(720) 445-5507# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
75AUM (Assets Under Management)
$21,097,094Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(12/23/2024)
(9/11/2026)
(1/14/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view ALLISON MARIE ECKLUND's CRS (Customer Relationship Summary).
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