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Allison Marie Ecklund

Zestiny Wealth

Denver, CO

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Current Employers
Zestiny Wealth

Denver, CO • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-09
CO RA APPROVED 2024-12-23
  • TX RA
    APPROVED_RES
    Since 2025-01-09
  • CO RA
    APPROVED
    Since 2024-12-23

Branch Locations

Denver, CO • 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
Tolleson Wealth Management Dallas TX 01/2014 05/2017
Buckingham Strategic Wealth Llc Clayton MO 06/2017 01/2023
Captrust Raleigh NC 02/2023 07/2023
Zestiny Wealth, Llc Denver CO 12/2024 Present
Schoolcraft Capital Denver CO 09/2023 12/2024
  • 01/2014 → 05/2017
    Tolleson Wealth Management
    Dallas, TX
  • 06/2017 → 01/2023
    Buckingham Strategic Wealth Llc
    Clayton, MO
  • 02/2023 → 07/2023
    Captrust
    Raleigh, NC
  • 12/2024 → Present
    Zestiny Wealth, Llc
    Denver, CO
  • 09/2023 → 12/2024
    Schoolcraft Capital
    Denver, CO
Previous Registrations
  • 2023-04-05 → 2023-07-26
    Captrust
    Lone Tree, CO
  • 2017-06-30 → 2023-04-11
    Buckingham Strategic Wealth, Llc
    Denver, CO
    St Louis, MO
Designations
Other Names
  • Ally Ecklund

View on SEC IAPD

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