Best Investors Account Sign in
Inactive

Zackary Boyd Smutzer

Sage Wealth Planning

Georgetown, TX

Addison, TX

Claim This Profile
Current Employers
Sage Wealth Planning

116 W 8Th Street Unit 207, Georgetown, TX 78626 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-20
  • TX RA
    APPROVED
    Since 2025-08-20

Branch Locations

116 W 8Th Street Unit 207, Georgetown, TX 78626 • United States

Addison, TX • 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
Sage Wealth Planning Addison TX 05/2025 Present
Carter Advisory Services Dallas TX 08/2024 05/2025
Texas A&M University College Station TX 08/2020 05/2024
Unemployed Arlington TX 08/2015 08/2020
  • 05/2025 → Present
    Sage Wealth Planning
    Addison, TX
  • 08/2024 → 05/2025
    Carter Advisory Services
    Dallas, TX
  • 08/2020 → 05/2024
    Texas A&M University
    College Station, TX
  • 08/2015 → 08/2020
    Unemployed
    Arlington, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-30
  • S65 Uniform Investment Adviser Law Examination
    2025-07-30
Designations
Other Names
  • Zack Boyd Smutzer
  • Zack Smutzer
  • Zackary Smutzer

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
REAP FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
MODERN FINANCIAL PLANNING
SAVVY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

TODD ALAN HARGROVE
William Spencer Hart
Ethan Christopher Kok
Paige Alysse Millikin
John Michael Boles
MICHAEL JAMES LOERCH
Alexander Gunn
CAROL ANN DAVIES

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Georgetown, TX
EDWARD JONES · GEORGETOWN, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Georgetown, TX
EDWARD JONES · GEORGETOWN, TX
REAP FINANCIAL GROUP, LLC · Georgetown, TX
CETERA INVESTMENT ADVISERS LLC · Georgetown, TX
MODERN FINANCIAL PLANNING · GEORGETOWN, TX
SAVVY · Georgetown, TX

More in Georgetown, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor