Zachary Evan Lytle
Investment adviser representative at Wiser Advisor Group
13 yearsExperience
5 statesRegistered in
$127.8MFirm assets
3 yearsFirm in business
Are you Zachary Evan Lytle? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Quincy Wells Capital, LLCMay 2026 to now
- Great Point Capital, LLCAug 2023 to now
- Wiser Advisor GroupMay 2023 to now
- RBC Capital Markets, LLC.Oct 2018 to May 2023
- Johnson Financial GroupJul 2018 to Sep 2018
- Exclusive Model MangementJun 2017 to Aug 2018
- Venture-meOct 2016 to Oct 2018
- Arizona State UniversityAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 5 states (AZ, FL, SD, TX, UT).
Wiser Advisor Group
Legal name: Wiser Advisor Group LLC
$127.8MAssets managed
154Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7028307
- Firm CRD
- 326579