Zachary Robert Geertsen

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2010 → 01/2021
  Fidelity Investments
  Salt Lake City, UT
• 07/2018 → 01/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2020 → Present
  Capita Financial Network
  Sandy, UT

Previous Registrations

• 2018-07-13 → 2021-01-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-08-26 → 2018-07-13
  Strategic Advisers Llc
  Orem, UT

Exams

• S66 Uniform Combined State Law Examination
  2015-05-20
• S63 Uniform Securities Agent State Law Examination
  2010-09-24

Designations

• Certified Financial Planner

Other Names

• Zac Geertsen