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Zachery Dean Otwell

Vicus Capital, Inc.

Bentonville, AR

Tampa, FL

CRD 7165343

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Employer firm

Vicus Capital, Inc. CRD 116021

$2.99B regulatory AUM 316 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Vicus Capital, Inc.

476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2026-06-05
  • AR RA
    APPROVED
    Since 2026-06-05

Branch Locations

Bentonville, AR • United States

615 Channelside Drive, Suite 207, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vicus Capital, Inc State College PA 05/2026 Present
Wealthkeel Llc Tampa FL 12/2025 Present
Little Rock Christian Academy Little Rock AR 10/2022 05/2025
Edia San Francisco CA 05/2025 12/2025
The Arkansas Financial Group, Inc. Little Rock AR 06/2021 10/2022
Harding University Searcy AR 08/2017 05/2021
Northwestern Mutual Little Rock AR 08/2019 02/2020
Access Schools Little Rock AR 05/2018 08/2019
Central Arkansas Christian North Little Rock AR 01/2011 05/2017
  • 05/2026 → Present
    State College, PA
  • 12/2025 → Present
    Wealthkeel Llc
    Tampa, FL
  • 10/2022 → 05/2025
    Little Rock Christian Academy
    Little Rock, AR
  • 05/2025 → 12/2025
    Edia
    San Francisco, CA
  • 06/2021 → 10/2022
    Little Rock, AR
  • 08/2017 → 05/2021
    Harding University
    Searcy, AR
  • 08/2019 → 02/2020
    Northwestern Mutual
    Little Rock, AR
  • 05/2018 → 08/2019
    Access Schools
    Little Rock, AR
  • 01/2011 → 05/2017
    Central Arkansas Christian
    North Little Rock, AR
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: THE TELOS CLINIC L.L.C. INVESTMENT RELATED: NO ADDRESS: LITTLE ROCK, AR 72211 NATURE OF BUSINESS: MENTAL HEALTH COUNSELING POSITION/TITLE/RELATIONSHIP: OWNER START DATE: 08/2023 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE MENTAL HEALTH COUNSELING TO INDIVIDUALS 2. NAME OF OTHER BUSINESS: DBA WEALTHKEEL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: PARA PLANNER START DATE: 12/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR GEN X & GEN Y PHYSICIANS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-16
  • S65 Uniform Investment Adviser Law Examination
    2021-12-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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