Zachary R. Gentry

GENTRY FINANCIAL

FISHERS, IN

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CRD#: 6748106

Professional summary

Zachary Ryan Gentry, who also goes by Zach Gentry, is a registered financial advisor currently at GENTRY FINANCIAL located in Fishers, Indiana.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zachary has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Gentry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Ryan Gentry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 13, 2024 - Present

GENTRY FINANCIAL

RIA

CRD#: 331696

FISHERS, IN

Past

March 11, 2017 - August 1, 2017

RONALD BLUE & CO., LLC

RIA

CRD#: 104605

Indianapolis, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(6/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/2017

Uniform Investment Adviser Law Examination

Current Firm

GENTRY FINANCIAL

GENTRY FINANCIAL | GENTRY FINANCIAL, LLC

CRD#: 331696 / SEC#:

Indiana

Registered Investment Advisory firm - (6/13/2024 Approved)

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Contact information

Main Address

Fishers, IN

Mailing Address

Phone number

(317) 331-8595

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 3,418,620

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Zachary R. Gentry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Ryan Gentry's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENTRY FINANCIAL

RONALD BLUE & CO., LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/2017

Current Firm

GENTRY FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GENTRY FINANCIAL

TRUST BUT VERIFY

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