Zachary Gasper has been an investment adviser representative at Perspective Wealth Advisors since September 2024, and is not listed among the firm’s executive officers or direct owners. Zachary Gasper holds a Master's degree from the University of Denver. Zachary Gasper studied at Appalachian State University.
Perspective Wealth Advisors LLC is a Loveland, CO firm with $158M under management, 177 clients and 4 advisers in one office, as of its March 2026 filing.
Zachary Gasper is a Wealth Advisor at Perspective Wealth. Before joining the firm, he spent five years in accounting, three at a major international CPA firm and two at a local firm.
Zachary Gasper’s longest registration was 3 years at Northwestern Mutual Investment Services,llc (2021–2024). Before joining Perspective Wealth Advisors in 2024, Zachary Gasper was registered through Northwestern Mutual Investment Services,llc and Cambridge Investment Research Advisors, Inc.
- Perspective Wealth AdvisorsCurrent– present · 2 yearsLoveland, CO · Adviser representative · Firm CRD 332574
- Northwestern Mutual Investment Services,llc– · 3 yearsLoveland, CO · Adviser representative · Firm CRD 2881
- Cambridge Investment Research Advisors, Inc.– · under a yearBattle Creek, MI · Adviser representative · Firm CRD 134139
- Thrivent Investment Management Inc.– · under a yearNorthglenn, CO · Adviser representative · Firm CRD 18387
Professional designations
Listed by Perspective Wealth Advisors
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Zachary Gasper is registered as an investment adviser representative in 2 states. Each was approved in September 2024.
- ColoradoSince 9 September 2024
- TexasSince 9 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 October 2018 |
| SIE | Securities Industry Essentials Examination | 18 October 2018 |
| Series 7 | General Securities Representative Examination | 17 October 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Adam Gasper
- CRD
- 6338704
- Firm
- Perspective Wealth Advisors · CRD 332574
- Office
- 1615 FOXTRAIL DRIVE, SUITE 260, Loveland, CO 80538
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mypwa.com
Where does Zachary Gasper work?
Zachary Gasper is an investment adviser representative registered through Perspective Wealth Advisors LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Gasper a financial advisor?
Yes. Zachary Gasper has a current investment-adviser registration in Colorado and Texas, through Perspective Wealth Advisors since September 2024.
How many years of experience does Zachary Gasper have?
Zachary Gasper has 5 years in the financial industry, since November 2020, across 4 adviser firms.
What exams has Zachary Gasper passed?
Zachary Gasper has passed 3 licensing exams: the Series 7, SIE and Series 66. The earliest, the Series 7, was passed in October 2018.
Where did Zachary Gasper work before Perspective Wealth Advisors?
Before Perspective Wealth Advisors, Zachary Gasper was registered through Northwestern Mutual Investment Services,llc, July 2021 to September 2024; Cambridge Investment Research Advisors, Inc., June 2019 to November 2019; Thrivent Investment Management Inc., October 2018 to February 2019.
Where is Zachary Gasper based?
Zachary Gasper’s registered office is in Loveland, CO.
Is Zachary Gasper registered with FINRA?
No. Zachary Gasper has no current broker registration.
Is Zachary Gasper a CFP?
Perspective Wealth Advisors lists Zachary Gasper with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Zachary Gasper’s record?
Search CRD 6338704 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Gasper’s full registration record.