Zachary P. Greiner

KIRR, MARBACH & COMPANY

Columbus, IN 47201

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CRD#: 6794046

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.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1.) Kirr, Marbach & Company; Columbus, IN; Investment related; Started 10/20/2018; Assist with client needs; Client Service; Work with client needs; 40 hours per month with 0 hours during securities trading hours. In addition to being an Investment Advisor Representative of Kirr, Marbach & Company, LLC, this associate is a Registered Representative of Quasar Distributors, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Quasar Distributors, LLC.

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

CRD#: 103848

Columbus, IN

Past

May 23, 2017 - October 18, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

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".

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)

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

Series 63

Date: 6/23/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/2017

General Securities Representative Examination

Current Firm

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

SEC notice filing (4 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 Accounts	259
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.

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Zachary P. Greiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Paul Greiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

KIRR, MARBACH & COMPANY, LLC

QUASAR DISTRIBUTORS, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

KIRR, MARBACH & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/23/2017

SIE

Date: 10/1/2018

Series 7

Date: 5/23/2017

Current Firm

KIRR, MARBACH & COMPANY, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KIRR, MARBACH & COMPANY, LLC

TRUST BUT VERIFY

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