Zane Gabriel Zent
Investment adviser representative at Mutual Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.4BFirm assets
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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
- Pension consulting
Experience
11 years in the industry.
- Mutual Advisors, LLCOct 2024 to now
- Mutual Advisors, LLC dba California Retirement AdvisorsJul 2024 to now
- Protection Point AdvisorsSep 2023 to May 2024
- N/a UnemployedMay 2023 to Aug 2023
- Virgin OrbitMar 2022 to Apr 2023
- Price Waterhouse CoopersSep 2020 to Mar 2022
- Penn State UniversityJun 2019 to Aug 2020
- Price Waterhouse CoopersJan 2019 to Mar 2019
- Penn State UniversityAug 2018 to Dec 2018
- Mesko Restaurant GroupMay 2018 to Aug 2018
- Penn State UniversityAug 2017 to May 2018
- Zislis Group, LLC.May 2017 to Aug 2017
- Penn State UniversityAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 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
- 7959426
- Firm CRD
- 167658