Zachary Wheeler has been an investment adviser representative at LFG Wealth Partners since August 2026, and is not listed among the firm’s executive officers or direct owners. Zachary Wheeler studied at the University of Louisville College of Business.
LFG Wealth Partners, LLC is an Elizabethtown, KY firm with $191M under management, 360 clients and 7 advisers across 2 offices, as of its February 2026 filing.
Zach Wheeler is Financial Advisor of Legato Financial Group. He focuses on building client relationships and guiding clients through the financial planning process. He has experience in financial advisory services, client support and financial operations.
Zachary Wheeler’s longest registration was under a year at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2024–2025). Before joining LFG Wealth Partners in 2026, Zachary Wheeler was registered through Winebrenner Capital Management LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- LFG Wealth Partners, LLCCurrent– present · under a yearLouisville, KY · Adviser representative · Firm CRD 331339
- Winebrenner Capital Management LLC– · under a yearLouisville, KY · Adviser representative · Firm CRD 154708
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearNew Albany, IN · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Zachary Wheeler is registered as an investment adviser representative in Kentucky, since August 2026.
- KentuckySince 7 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 February 2023 |
| Series 7TO | General Securities Representative Examination | 27 December 2022 |
| SIE | Securities Industry Essentials Examination | 17 November 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Zachary Preston Wheeler
- CRD
- 7337857
- Firm
- LFG Wealth Partners · CRD 331339
- Office
- 10200 FOREST GREEN BLVD, SUITE 600, Louisville, KY 40223
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legatofinancial.com
Where does Zachary Wheeler work?
Zachary Wheeler is an investment adviser representative registered through LFG Wealth Partners, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Wheeler a financial advisor?
Yes. Zachary Wheeler has a current investment-adviser registration in Kentucky, through LFG Wealth Partners since August 2026.
How many years of experience does Zachary Wheeler have?
Zachary Wheeler has 2 years in the financial industry, since November 2023, across 3 adviser firms.
What exams has Zachary Wheeler passed?
Zachary Wheeler has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in November 2022.
Where did Zachary Wheeler work before LFG Wealth Partners?
Before LFG Wealth Partners, Zachary Wheeler was registered through Winebrenner Capital Management LLC, August 2025 to April 2026; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2024 to March 2025.
Where is Zachary Wheeler based?
Zachary Wheeler’s registered office is in Louisville, KY.
Is Zachary Wheeler registered with FINRA?
No. Zachary Wheeler has no current broker registration.
How can I verify Zachary Wheeler’s record?
Search CRD 7337857 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Wheeler’s full registration record.
