Zachary Brian Bitner

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2014 → 10/2025
  Alta Capital Management
  Salt Lake City, UT
• 10/2025 → 01/2026
  Commonwealth Financial Network
  Waltham, MA
• 10/2025 → 01/2026
  Sterling Financial Group
  Salt Lake City, UT
• 01/2026 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2026 → Present
  Sterling Financial Group
  Salt Lake City, UT

Previous Registrations

• 2018-08-23 → 2025-08-19
  Alta Capital Management Llc
  Salt Lake City, UT

Other Businesses

1. Co-Owner, Roni Ranch, LLC; an entity created for the purpose of buying and managing commercial real estate at Section 22, Township 15 S, Range 3 E, Utah, as of 12/03/2025; 0% time spent during business hours; Not Conducted at branch; Investment related. 2. Fixed insurance sales; as of 3/17/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-11-11
• S65 Uniform Investment Adviser Law Examination
  2018-08-22

Designations

• Certified Financial Planner