Investment adviser representative · Capita Financial Network, LLC

Zachary R. Geertsen

CRD 5821054 · Draper, UT

At a glance

Zachary R. Geertsen is an investment adviser representative with Capita Financial Network, LLC in Draper, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zachary’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Capita Financial Network, LLCSince January 2021Draper, UT · $2.3B in regulatory assets

SEC adviser record

Registered since: 2016 (10 years)
Designations: Certified Financial Planner
Exams: Series 63, Series 66
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Zachary’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 2 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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