Zak Fresh
Centralized Wealth Advisor
Zak Fresh is a virtual wealth advisor, serving clients through video and phone appointments. He joined Mountain America Investment Services in 2025, bringing with him a strong background in financial services from his previous roles at Fidelity Investments and Silicon Valley Bank.
Zak earned his bachelor’s degree in accounting from Western Governors University. He holds Series 7, 63 and 65 securities licenses through LPL Financial, as well as a Utah State Life Insurance license.
Outside of work, Zak enjoys spending time with his family, golfing, camping, traveling and trying new foods.
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.