Zachary Ryan Wooten

CFP

Capital Markets Iq, LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Capital Markets Iq, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

827 clients

Average Client Portfolio

$545K average

Assets Under Management

$450.9M

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$480

Location

Mount Washington, KY

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Capital Markets Iq, LLC

April 2025 - Present · 10 mos

Previous Registrations

Csenge Advisory Group, LLC

February 2025 - March 2025 · 1 mo

Magnolia Wealth Management LLC

September 2022 - May 2023 · 8 mos

Argi Investment Services, LLC

February 2022 - July 2022 · 5 mos

State Registrations2 states

FLKY

Advisor

Exams

No exam information available for this advisor.