Ryan T Zentz

Employer firm

Pmg Wealth Management CRD 285899

$198M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING SERVICES NOT RESULTING IN A FINANCIAL PLAN

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

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

Current Employers

Employment History

• 05/2023 → 03/2024
  Lpl Financial Llc
  Hawthorn Woods, IL
• 08/2014 → 09/2018
  Mundelein Baseball And Softball Association
  Mundelein, IL
• 08/2015 → 05/2019
  Mundelein High School
  Mundelein, IL
• 08/2019 → 05/2023
  University Of Kentucky
  Lexington, KY
• 06/2021 → 08/2022
  Pmg Wealth Management
  Hawthorn Woods, IL
• 05/2020 → 08/2020
  Lake Point
  Wauconda, IL
• 09/2020 → 03/2021
  Door Dash
  Mundelein, IL
• 05/2023 → 03/2024
  Pmg Wealth Management
  Hawthorn Woods, IL
• 03/2024 → Present
  Pmg Wealth Management
  Hawthorn Woods, IL
• 03/2024 → Present
  Lpl Financial, Llc
  Hawthorn Woods, IL

Other Businesses

1) 09/01/2023 - Plan To Rise Above - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 05/15/2023 - PMG wealth management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 04/08/2024 - PMG Wealth Management - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 8/31/2023 - 160 Hrs/Mo; 40 Hrs During Trading - I provide investment advisory services through PMG Wealth Management, an independent investment advisor firm. I started this business activity in 08/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-22

Other Names

• Ryan Thomas Zentz