Zachary Andrew Gutermuth
Investment adviser representative at Legacy Financial Independent Advisors LLC
11 yearsExperience
1 stateRegistered in
$484MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Legacy Financial Independent Advisors LLCJan 2025 to now
- Iu Southeast Athletic DepartmentAug 2022 to now
- Ge AppliancesJun 2024 to Dec 2024
- Mortenson Dental PartnersJun 2023 to Aug 2023
- Indiana University SoutheastAug 2022 to Dec 2024
- Shelbyville Country ClubJun 2022 to Aug 2022
- UnemployedDec 2021 to Jun 2022
- Johnston & MurphyJul 2021 to Dec 2021
- Columbia SportswearOct 2020 to Dec 2021
- Holland Financial GroupAug 2020 to Jul 2021
- Shelbyville Country ClubJul 2017 to Dec 2019
- Marth Layne Collins High SchoolMay 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
Legacy Financial Independent Advisors LLC
$484MAssets managed
749Clients
6Advisers
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
- 7319751
- Firm CRD
- 324258