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Zachary Andrew Meissner

Advisor at OSAIC — New Castle, CO

Updated today

Credentials

CFP®, ChFC®, Series 66

Experience

18 years

Location

New Castle, CO

OSAIC logo

OSAIC

Institution

Total advisors

7,854

Across 3,559 offices

Clients per advisor

72 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Zachary Meissner is a financial advisor with OSAIC, holding CFP® and ChFC® designations and the Series 66 license, with 18 years of industry experience. He has worked at Pacific Capital Resource Group since 2008 and has been with OSAIC since 2020. Outside of advisory roles, he serves as Treasurer on the Board of Trustees for the Mariner's Cove Beach Club. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of securities.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

New Castle, CO

New Castle CO

Advisors at this office

1

Most active in

Colorado · Washington

Work history

18 years of industry experience

OSAIC

2020 - Present • 6 years

Bellevue, WA

Pacific Capital Resource Grp

2008 - Present • 18 years

Bellevue, WA

Penn Mutual Life Ins Co

2008 - 2020 • 12 years

Horsham, PA

Hornor Townsend & Kent Inc

2008 - 2020 • 12 years

Horsham, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced
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Antonio A

Series 63, Series 65

Glenwood Springs, CO

Antunes International Investment Management

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Cash flow / budgeting Tax strategies for small businesses General estate planning guidance Real estate investing
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Ryan P

CFP®, ChFC®, Series 63

Glenwood Springs, CO

Sunlight Peaks Financial Partners, LLC

Ryan Parson is a CFP® and ChFC® with eight years of industry experience. He is currently a financial advisor at Sunlight Peaks Financial Partners, LLC and has also been associated with Heritage Capital USA, Inc. since 2012. Outside of his advisory work, Parson is involved in several business management and real estate ventures, including ownership roles in multiple limited liability companies focused on business management, real estate transactions, and transportation. Sunlight Peaks Financial Partners provides comprehensive financial planning through a Virtual Family Office, offering non-discretionary investment consulting, research, and private investment sourcing for individuals, trusts, estates, corporations, and pension plans. The firm emphasizes a buy-and-hold strategic asset allocation approach with a focus on private equity and alternative investments, operating without discretionary trading authority or traditional asset-under-management fees.

Wealth management Private / alternative investments Charitable giving & philanthropy
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Daniel M

CFP®

Glenwood Springs, CO

Evolution Vision Wealth Management

Daniel Mc Caslin is a CFP® professional with five years of industry experience. He currently works at Evolution Vision Wealth Management, where he has been since 2026. Prior to that, he spent five years at TNL Asset Management, operating as Snowball Wealth Management, and fourteen years at Alpine Bank. Evolution Vision Wealth Management provides discretionary asset management and integrated financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses both fundamental and technical analysis to construct tailored portfolios that include stocks, bonds, mutual funds, ETFs, and other securities.

General retirement planning Income planning Annuities
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Lindsey F

Series 66

Glenwood Springs, CO

Empower Advisory Group

Lindsey Falduto is a financial advisor with Empower Advisory Group, holding a Series 66 designation and bringing 14 years of industry experience. She has worked at Empower Advisory Group since 2026 and is also involved with several performing arts organizations, including Starkey Productions, Boogie Machine INC, Ignite Theatre-LUCAT Performing Arts, and Performance Now Theatre Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Donald C

CFP®, Series 63, Series 65

Glenwood Springs, CO

Commonwealth Financial Network

Donald Click is a CFP® professional affiliated with Commonwealth Financial Network, with 44 years of experience in the financial services industry. He has been with Commonwealth Financial Network since 2000 and owns DM Management, Inc., a holding company for sports tickets. Additionally, he manages mineral rights leasing and operates a fixed insurance sales business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive advisory and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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