Zachary Wooten has been an investment adviser representative at Capital Markets IQ since April 2025, and is not listed among the firm’s executive officers or direct owners.
Capital Markets Iq, LLC is a firm with $571M under management, 884 clients and 20 advisers across 19 offices, as of its July 2026 filing.
Zachary Wooten’s longest registration is the current one, 1 year at Capital Markets IQ since 2025. Before joining Capital Markets IQ in 2025, Zachary Wooten was registered through Csenge Advisory Group, LLC and Magnolia Wealth Management LLC.
- Capital Markets Iq, LLCCurrent– present · 1 yearShepherdsville, KY · Adviser representative · Firm CRD 134921
- Csenge Advisory Group, LLC– · under a yearMount Washington, KY · Adviser representative · Firm CRD 131167
- Magnolia Wealth Management LLC– · under a yearBowling Green, KY · Adviser representative · Firm CRD 314787
- Argi Investment Services, LLC– · under a yearBowling Green, KY · Adviser representative · Firm CRD 151916
Investment adviser representative registrations
Zachary Wooten is registered as an investment adviser representative in 2 states. The first approvals date from April 2025; the most recent is Florida, in May 2025.
- FloridaSince 15 May 2025
- KentuckySince 29 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Ryan Wooten
- CRD
- 7504310
- Firm
- Capital Markets IQ · CRD 134921
- Office
- Shepherdsville, KY
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Wooten work?
Zachary Wooten is an investment adviser representative registered through Capital Markets Iq, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Wooten a financial advisor?
Yes. Zachary Wooten has a current investment-adviser registration in Florida and Kentucky, through Capital Markets IQ since April 2025.
How many years of experience does Zachary Wooten have?
Zachary Wooten has 2 years in the financial industry, since March 2024, across 4 adviser firms.
What exams has Zachary Wooten passed?
Zachary Wooten passed the Series 65 in February 2022.
Where did Zachary Wooten work before Capital Markets IQ?
Before Capital Markets IQ, Zachary Wooten was registered through Csenge Advisory Group, LLC, February 2025 to March 2025; Magnolia Wealth Management LLC, September 2022 to May 2023; Argi Investment Services, LLC, February 2022 to July 2022.
Where is Zachary Wooten based?
Zachary Wooten’s registered office is in Shepherdsville, KY.
Is Zachary Wooten registered with FINRA?
No. Zachary Wooten has no current broker registration.
How can I verify Zachary Wooten’s record?
Search CRD 7504310 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Wooten’s full registration record.