This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ZESTINY WEALTH

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

First registration

Jun 30, 2017

Dual registered

no

Other names

ALLY ECKLUND

IAPD individual key

6818814

• Occurred

  Jul 26, 2023
  Advisor changed firm

  Allison Marie Ecklund left Captrust for Zestiny Wealth (registered 2024-12-23)

  Form ADVobserved 6 days ago
• Occurred

  Apr 11, 2023
  Advisor changed firm

  Allison Marie Ecklund left Buckingham Strategic Wealth, Llc for Captrust (registered 2023-04-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b94d9c99-9e04-7488-e7a1-35e567f249b1

First observed

Jun 30, 2017

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.