Zachary Gutermuth has been an investment adviser representative at Legacy Financial Independent Advisors since May 2025, and is not listed among the firm’s executive officers or direct owners. Zachary Gutermuth studied BSBA with a concentration in Finance and Data Analytics at Indiana University Southeast.
Legacy Financial Independent Advisors LLC is a Louisville, KY firm with $484M under management, 749 clients and 5 advisers in one office, as of its March 2026 filing.
Zach Gutermuth is Paraplanner of Legacy Financial Independent Advisors. He supports clients through financial planning, portfolio analysis and research, and assists with the development of investment strategies. He began his career in financial operations with GE Appliances and Holland Financial Group before joining Legacy as a paraplanner in 2025.
- – present · 1 yearLouisville, KY · Adviser representative · Firm CRD 324258
Investment adviser representative registrations
Zachary Gutermuth is registered as an investment adviser representative in Kentucky, since May 2025.
- KentuckySince 14 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Andrew Gutermuth
- CRD
- 7319751
- Firm
- Legacy Financial Independent Advisors · CRD 324258
- Office
- 100 MALLARD CREEK RD, SUITE 402, Louisville, KY 40207
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacyfia.com
Where does Zachary Gutermuth work?
Zachary Gutermuth is an investment adviser representative registered through Legacy Financial Independent Advisors LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Gutermuth a financial advisor?
Yes. Zachary Gutermuth has a current investment-adviser registration in Kentucky, through Legacy Financial Independent Advisors since May 2025.
How many years of experience does Zachary Gutermuth have?
Zachary Gutermuth has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Zachary Gutermuth passed?
Zachary Gutermuth passed the Series 65 in March 2025.
Where is Zachary Gutermuth based?
Zachary Gutermuth’s registered office is in Louisville, KY.
Is Zachary Gutermuth registered with FINRA?
No. Zachary Gutermuth has no current broker registration.
How can I verify Zachary Gutermuth’s record?
Search CRD 7319751 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Gutermuth’s full registration record.
