Zachary Adam Gasper
Investment adviser representative at Perspective Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$158MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Perspective Wealth AdvisorsSep 2024 to now
- Perspective Wealth Advisors LLC dba Perspective Wealth AdvisorsSep 2024 to now
- Northwestern Mutual Wealth Management CompanyJan 2022 to Sep 2024
- Northwestern Mutual Investment Services LLCJul 2021 to Sep 2024
- Steven WeigandtJul 2021 to Sep 2024
- Intuit TurbotaxJan 2021 to May 2021
- UnemployedNov 2020 to Dec 2020
- Chbw Co PcNov 2019 to Oct 2020
- Cambridge Investment Research Advisors IncJun 2019 to Oct 2019
- Cambridge Investment Research IncJun 2019 to Oct 2019
- Bella Fenestra LLCMar 2019 to May 2019
- UnemployedFeb 2019 to Feb 2019
- Thrivent FinancialSep 2018 to Jan 2019
- Thrivent Investment Management IncSep 2018 to Jan 2019
- Grant Thornton LLPJul 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Perspective Wealth Advisors
Legal name: Perspective Wealth Advisors LLC
$158MAssets managed
177Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6338704
- Firm CRD
- 332574