Best Investors Account Sign in
Inactive

Zachary George Fowler

Icon Financial Services LLC

Denver, CO

Portland, OR

Claim This Profile
Current Employers
Icon Financial Services Llc

1631 Ne Broadway St. #815, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-23
  • CO RA
    APPROVED
    Since 2026-01-23

Branch Locations

3459 Ringsby Ct Unit 107, Denver, CO 80216 • United States

1631 Ne Broadway St. #815, Portland, OR 97209 • 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
Opentext Broomfield CO 11/2023 06/2024
Fan Corner Creations Centerville UT 01/2015 11/2024
Icon Savings Plan Denver CO 12/2024 Present
Icon Financial Services Llc Denver CO 02/2025 Present
  • 11/2023 → 06/2024
    Opentext
    Broomfield, CO
  • 01/2015 → 11/2024
    Fan Corner Creations
    Centerville, UT
  • 12/2024 → Present
    Icon Savings Plan
    Denver, CO
  • 02/2025 → Present
    Icon Financial Services Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-30
  • S65 Uniform Investment Adviser Law Examination
    2025-05-30
Other Names
  • Zachary B Mcculley

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor