Best Investors Account Sign in
Inactive

Zachary Robert Geertsen

Capita Financial Network, LLC

Draper, UT

Claim This Profile
Current Employers
Capita Financial Network, Llc

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-01-11
  • UT RA
    APPROVED
    Since 2021-01-11

Branch Locations

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • 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
Fidelity Investments Salt Lake City UT 06/2010 01/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2020
Capita Financial Network Sandy UT 01/2020 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-20
S63 Uniform Securities Agent State Law Examination 2010-09-24
  • S66 Uniform Combined State Law Examination
    2015-05-20
  • S63 Uniform Securities Agent State Law Examination
    2010-09-24
Designations
Other Names
  • Zac Geertsen

View on SEC IAPD

Other Firms

COIGN CAPITAL ADVISORS LLC
NAVIGATE PRIVATE WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ELEVATED CAPITAL ADVISORS, LLC
PALISADE WEALTH MANAGEMENT
EDWARD JONES
MEDICUS WEALTH PLANNING, INC.

Other Investors

Kyler Eric Brooksby
HEATHER MARIE SYRETT
Shirley Crosby Spencer
JAMES MATTHEW ZUNDEL
MICHAEL BRANDON RILEY
ADAM GAYLE LEFLER
STEPHEN MICHAEL SMITH
MARK HAROLD BURGON

Other Offices

COIGN CAPITAL ADVISORS LLC · DRAPER, UT
NAVIGATE PRIVATE WEALTH, LLC · DRAPER, UT
AMERIPRISE FINANCIAL SERVICES, LLC · DRAPER, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
LPL FINANCIAL LLC · DRAPER, UT
ELEVATED CAPITAL ADVISORS, LLC · DRAPER, UT
PALISADE WEALTH MANAGEMENT · DRAPER, UT

More in Draper, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor