Zachary Lytle, financial advisor Phoenix AZ

Zachary Lytle

CRD Number: 7028307
Current Firm: Wiser Advisor Group

Zachary Lytle (CRD# 7028307) is an Investment Advisor Representative working at Wiser Advisor Group in Phoenix, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wiser Advisor Group Phoenix, AZ May 2023 - Current < 1
Rbc Capital Markets, LLC Phoenix, AZ Oct 2018 - May 2023 4
Venture-me Phoenix, AZ Oct 2016 - Oct 2018 2
Johnson Financial Group Scottsdale, AZ Jul 2018 - Sep 2018 < 1
Exclusive Model Mangement Scottsdale, AZ Jun 2017 - Aug 2018 1
Arizona State University Tempe, AZ Aug 2013 - May 2018 4
Arizona Kidney Foundation Phoenix, AZ Aug 2015 - Dec 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Zachary E. Lytle
Phone Number: 480-500-9055
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    102
    MILLIONS
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $451,703
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, DE, IN, MA, MI, NC, NJ, NV, SC, TN, TX, WI

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