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Zachary Paul Greiner

Zachary P. Greiner

KIRR, MARBACH & COMPANY
Columbus, IN 47201
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CRD#: 6794046
Zachary Paul Greiner
Zachary Paul GreinerKIRR, MARBACH & COMPANY

Professional summary

Zachary Paul Greiner, CFP®, who also goes by Zach P Greiner, Zachary P Greiner, is a registered financial advisor currently at KIRR, MARBACH & COMPANY, LLC located in Columbus, Indiana.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zachary has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Zach P Greiner | Zachary P Greiner

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 Paul Greiner's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

July 27, 2022 - Present

KIRR, MARBACH & COMPANY, LLC

Office #1: 621 Washington Street, Columbus, IN 47201
RIA
CRD#: 104634
Columbus, IN
Past

January 2, 2019 - February 5, 2024

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Columbus, IN
Past

May 23, 2017 - October 18, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
COLUMBUS, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KM
KIRR, MARBACH & COMPANY, LLC
KIRR, MARBACH & COMPANY, LLC

CRD#: 104634 / SEC#: 801-10809

RIA
Registered Investment Advisory firm - (6/2/1975 Approved)

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
Indiana
(7/27/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 6/23/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/23/2017
General Securities Representative Examination

Current Firm

KM
KIRR, MARBACH & COMPANY, LLC
KIRR, MARBACH & COMPANY, LLC

CRD#: 104634 / SEC#: 801-10809

RIA
Registered Investment Advisory firm - (6/2/1975 Approved)
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Contact information

Main Address
621 Washington Street, Columbus, IN 47201-6231
Mailing Address
621 Washington Street, Columbus, IN 47201-6231
Phone number
(812) 376-9444
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV-PART 2A/BROCHURE (3/24/2025)
ADV-PART 2B/BROCHURE SUPPLEMENT/MICKEY KIM (3/24/2025)
ADV-PART 2B/BROCHURE SUPPLEMENT/MARGARET KAMMAN (3/24/2025)
ADV-PART 2B/BROCHURE SUPPLEMENT/MATTHEW KIRR (3/24/2025)
ADV-PART 2B/BROCHURE SUPPLEMENT/ZACHARY GREINER (3/24/2025)
ADV-PART 2B/BROCHURE SUPPLEMENT/MARK FOSTER (3/24/2025)

Regulatory assets under management

Total Number of Accounts259
AUM (Assets Under Management)$ 513,386,257

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.

Company Information

KIRR, MARBACH & COMPANY, LLC

CRD#: 104634Columbus, IN 47201

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