Zachary D. Livingston

ENGAGE WEALTH ADVISORS

Overland Park, KS 66213

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CRD#: 7787357

Professional summary

Zachary Douglas Phillip Livingston is a registered financial advisor currently at ENGAGE WEALTH ADVISORS, LLC located in Overland Park, Kansas.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Zachary has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Douglas Phillip Livingston'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

May 6, 2024 - Present

ENGAGE WEALTH ADVISORS, LLC

Office #1: 7285 W. 132nd Street Suite 140, Overland Park, KS 66213

RIA

CRD#: 289996

Overland Park, KS

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

Kansas
(5/6/2024)

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: 5/4/2024

Uniform Investment Adviser Law Examination

Current Firm

ENGAGE WEALTH ADVISORS, LLC

ENGAGE ADVISORS LLC | ENGAGE WEALTH ADVISORS, LLC

CRD#: 289996 / SEC#:

California

Registered Investment Advisory firm - (1/19/2018 Approved)

Colorado

Registered Investment Advisory firm - (3/7/2018 Approved)

Illinois

Registered Investment Advisory firm - (12/7/2017 Approved)

Kansas

Registered Investment Advisory firm - (10/31/2017 Approved)

Missouri

Registered Investment Advisory firm - (11/30/2017 Approved)

Texas

Registered Investment Advisory firm - (11/21/2019 Conditional Restricted)

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Contact information

Main Address

7285 W. 132nd Street Suite 140, Overland Park, KS 66213

Mailing Address

Phone number

(913) 681-9155

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	487
AUM (Assets Under Management)	$ 93,629,161

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 D. Livingston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Douglas Phillip Livingston's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENGAGE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2024

Current Firm

ENGAGE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENGAGE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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