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Zachary Evan Lytle

Wiser Advisor Group

Phoenix, AZ

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Current Employers
Wiser Advisor Group

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-09
SD RA APPROVED 2025-12-16
UT RA APPROVED 2025-12-16
AZ RA APPROVED 2023-05-24
TX RA APPROVED 2023-05-19
  • FL RA
    APPROVED
    Since 2026-01-09
  • SD RA
    APPROVED
    Since 2025-12-16
  • UT RA
    APPROVED
    Since 2025-12-16
  • AZ RA
    APPROVED
    Since 2023-05-24
  • TX RA
    APPROVED
    Since 2023-05-19

Branch Locations

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Exclusive Model Mangement Scottsdale AZ 06/2017 08/2018
Johnson Financial Group Scottsdale AZ 07/2018 09/2018
Venture-Me Phoenix AZ 10/2016 10/2018
Arizona State University Tempe AZ 08/2013 05/2018
Rbc Capital Markets, Llc. Phoenix AZ 10/2018 05/2023
Wiser Advisor Group Phoenix AZ 05/2023 Present
Great Point Capital, Llc Chicago IL 08/2023 Present
Quincy Wells Capital, Llc Chicago IL 05/2026 Present
  • 06/2017 → 08/2018
    Exclusive Model Mangement
    Scottsdale, AZ
  • 07/2018 → 09/2018
    Johnson Financial Group
    Scottsdale, AZ
  • 10/2016 → 10/2018
    Venture-Me
    Phoenix, AZ
  • 08/2013 → 05/2018
    Arizona State University
    Tempe, AZ
  • 10/2018 → 05/2023
    Phoenix, AZ
  • 05/2023 → Present
    Phoenix, AZ
  • 08/2023 → Present
    Great Point Capital, Llc
    Chicago, IL
  • 05/2026 → Present
    Quincy Wells Capital, Llc
    Chicago, IL
Previous Registrations
Other Businesses

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. Zachary Lytle is a board advisor for When Strategic Advisory Board. The address of When Strategic Advisory Board is 10645 N Tatum Blvd Phoenix AZ 85028. The start date is Jan 30th, 2026. His duties will be to help the company strategize for growth and he plans to spend 2 hours per month during normal trading hours and 2 hours per month outside of normal trading hours. This is not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-01
  • S66 Uniform Combined State Law Examination
    2019-07-01

View on SEC IAPD

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