Zachary Todd Cline

Employer firm

Peakvalley Wealth, LLC CRD 165542

$130M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  Peakvalley Wealth, Llc
  Roanoke, VA
• 09/2019 → Present
  Dr. Steven D. Lutz Dds Pc
  Tazewell, VA
• 06/2016 → 08/2019
  United States Air Force
  Lexington, VA
• 01/2023 → Present
  Town Of Tazewell
  Tazewell, VA
• 01/2025 → 02/2025
  Peakvalleywealth, Llc
  Roanoke, VA

Other Businesses

1) Dr. Steven D. Lutz DDS PC; not inv rel; Tazewell, VA; Dental Office; Manager; 09/2019; approx. 60 hrs/mo; approx 25% of time 2) Town of Tazewell; not inv rel; Tazewell, VA; Municipal Govt; Council Member; 01/2023; approx. 15 hrs/mo; trading; 5% of time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-10

Other Names

• Zachary Cline