Zachary A. Marsh

CALIBRATE WEALTH

Clive, IA

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CRD#: 3208168

Professional summary

Zachary Alexander Marsh is a registered financial advisor currently at CALIBRATE WEALTH, LLC located in Clive, Iowa.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Zachary has worked at 2 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Alexander Marsh's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 24, 2025 - Present

CALIBRATE WEALTH, LLC

RIA

CRD#: 290631

Clive, IA

Past

November 3, 2017 - December 31, 2024

CALIBRATE WEALTH, LLC

RIA

CRD#: 290631

CLIVE, IA

Past

January 30, 2014 - November 7, 2017

MORGAN STANLEY

RIA

CRD#: 149777

DES MOINES, IA

Past

January 8, 2014 - November 7, 2017

MORGAN STANLEY

CRD#: 149777

DES MOINES, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(6/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/27/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/7/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/8/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 12/23/2013

General Securities Representative Examination

Current Firm

CALIBRATE WEALTH, LLC

CALIBRATE WEALTH, LLC | RAZMAR BLUESTONE FUND, LP

CRD#: 290631 / SEC#:

Iowa

Registered Investment Advisory firm - (6/17/2025 Approved)

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Contact information

Main Address

Clive, IA

Mailing Address

Phone number

(773) 501-4965

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 9,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Zachary A. Marsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Alexander Marsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALIBRATE WEALTH, LLC

CALIBRATE WEALTH, LLC

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2014

SIE

Date: 11/7/2017

Series 3

Date: 3/8/2014

Series 7

Date: 12/23/2013

Current Firm

CALIBRATE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CALIBRATE WEALTH, LLC

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