Zachary E. Lytle

WISER ADVISOR GROUP

Phoenix, AZ

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CRD#: 7028307

Professional summary

Zachary Evan Lytle is a registered financial advisor currently at WISER ADVISOR GROUP located in Phoenix, Arizona and GREAT POINT CAPITAL LLC located in Phoenix, Arizona.

Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Zachary has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) NAME OF ENTITY: Wiser Venture, LLC ADDRESS: 4616 E Sunset Dr, Phoenix, AZ 85028 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Business is engaged in investment banking activities. CAPACITY: Owner - Active START DATE: 5/11/23 DUTIES: An active owner of the business HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) CCO at Wiser Advisor Group which is an RIA. 4616 E Sunset Dr Phoenix AZ 85028 Investment related Wealth management firm engaging in portfolio management Employee Start date of 05/19/2023 40+ hours devoted a week 5+ hours devoted during securities hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Evan Lytle's CRS (Customer Relationship Summary).

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

May 19, 2023 - Present

WISER ADVISOR GROUP

RIA

CRD#: 326579

Phoenix, AZ

Current

August 22, 2023 - Present

GREAT POINT CAPITAL LLC

Office #1: 4616 E Sunset Dr., Phoenix, AZ 85028

CRD#: 114203

Phoenix, AZ

Past

July 8, 2019 - May 25, 2023

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

PHOENIX, AZ

Past

February 14, 2019 - May 25, 2023

RBC CAPITAL MARKETS, LLC

CRD#: 31194

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WISER ADVISOR GROUP

WISER ADVISOR GROUP | WISER ADVISOR GROUP LLC

CRD#: 326579 / SEC#: 801-127992

RIA

Registered Investment Advisory firm - (5/17/2023 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Arizona
(5/24/2023)

Arizona
(9/5/2023)

California
(8/22/2023)

Colorado
(8/22/2023)

Illinois
(8/22/2023)

Indiana
(8/22/2023)

IAR

Texas
(5/19/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/1/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/14/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/27/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

WISER ADVISOR GROUP

WISER ADVISOR GROUP | WISER ADVISOR GROUP LLC

CRD#: 326579 / SEC#: 801-127992

RIA

Registered Investment Advisory firm - (5/17/2023 Approved)

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Contact information

Main Address

Phoenix, AZ

Mailing Address

Phone number

(480) 500-9055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2BS (1/23/2025)

WRAP FEE BROCHURE (1/23/2025)

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 115,050,484

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 E. Lytle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Evan Lytle's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT POINT CAPITAL LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

WISER ADVISOR GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2019

Series 7TO

Date: 2/14/2019

SIE

Date: 11/27/2018

FINRA

Current Firm

WISER ADVISOR GROUP

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WISER ADVISOR GROUP

TRUST BUT VERIFY

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