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Zachery O

CFP®, Series 65

Bentonville, AR

Vicus Capital, Inc.

Zachery Otwell is a CFP® and Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at WealthKeel LLC and Edia, as well as experience in educational institutions such as Little Rock Christian Academy and Harding University. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combination of fundamental and technical analysis and offers a range of model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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