Zachary Marsh (CRD# 3208168) is an Investment Advisor Representative working at Calibrate Wealth, LLC in Clive, IA and has over 10 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calibrate Wealth, LLC | Clive, IA | Nov 2017 - Current | 6 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Nov 2017 | 2 |
| Morgan Stanley | Des Moines, IA | Nov 2013 - Nov 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
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Total Assets Under Management12MILLIONS
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Total Number of Accounts83ACCOUNTS
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Average Account Value$144,578
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA
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