Zachery D. Otwell

VICUS CAPITAL

Tampa, FL 33603

CRD#: 7165343

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Professional summary

Zachery Dean Otwell is a registered financial advisor currently at VICUS CAPITAL, INC. located in Tampa, Florida.

Zachery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Zachery has worked at 2 firms and has passed the Series 65 exam.

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 Zachery Dean Otwell'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

June 5, 2026 - Present

VICUS CAPITAL, INC.

Office #1: 615 Channelside Drive, Suite 207, Tampa, FL 33603

RIA

CRD#: 116021

Tampa, FL

Past

December 16, 2021 - October 29, 2022

THE ARKANSAS FINANCIAL GROUP, INC.

RIA

CRD#: 104808

LITTLE ROCK, AR

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".

VICUS CAPITAL, INC.

PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK

CRD#: 116021 / SEC#: 801-60628

RIA

Registered Investment Advisory firm - (10/5/2001 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

Arkansas
(6/5/2026)

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 65

Date: 12/16/2021

Uniform Investment Adviser Law Examination

Current Firm

VICUS CAPITAL, INC.

PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK

CRD#: 116021 / SEC#: 801-60628

RIA

Registered Investment Advisory firm - (10/5/2001 Approved)

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Contact information

Main Address

476 Rolling Ridge Drive Suite 315, State College, PA 16801

Mailing Address

Phone number

(855) 558-4287

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VICUS CAPITAL ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	9,058
AUM (Assets Under Management)	$ 2,574,468,218

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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Zachery D. Otwell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachery Dean Otwell's CRS (Customer Relationship Summary).

Certified licenses

Experience

VICUS CAPITAL, INC.

THE ARKANSAS FINANCIAL GROUP, INC.

Primary Firm SEC Registration

VICUS CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2021

Current Firm

VICUS CAPITAL, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VICUS CAPITAL, INC.

TRUST BUT VERIFY

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