Zachary J. Zarda

CALIBER WEALTH MANAGEMENT

OVERLAND PARK, KS 66211

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CRD#: 7049292

Professional summary

Zachary Joseph Zarda, who also goes by Zach Zarda, is a registered financial advisor currently at CALIBER WEALTH MANAGEMENT, LLC located in Overland Park, Kansas.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Zachary has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Zarda

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 Joseph Zarda'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®

None

Experience

Current

July 15, 2024 - Present

CALIBER WEALTH MANAGEMENT, LLC

Office #1: 6201 College Blvd Suite 650, Overland Park, KS 66211

RIA

CRD#: 331165

OVERLAND PARK, KS

Past

October 23, 2023 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Overland Park, KS

Past

October 23, 2023 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Overland Park, KS

Past

June 3, 2019 - October 31, 2023

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

Kansas City, MO

Past

March 20, 2019 - October 31, 2023

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Kansas City, MO

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".

CALIBER WEALTH MANAGEMENT, LLC

CRD#: 331165 / SEC#: 801-130677

RIA

Registered Investment Advisory firm - (7/15/2024 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

Kansas
(7/15/2024)

IAR

Texas
(7/16/2024)

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: 6/3/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/20/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/4/2019

Securities Industry Essentials Examination

Current Firm

CALIBER WEALTH MANAGEMENT, LLC

CRD#: 331165 / SEC#: 801-130677

RIA

Registered Investment Advisory firm - (7/15/2024 Approved)

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Contact information

Main Address

6201 College Blvd Suite 650, Overland Park, KS 66211

Mailing Address

Phone number

(913) 303-3920

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CALIBER WEALTH MANAGEMENT, LLC - ADV PART 2A (12/10/2025)

Regulatory assets under management

Total Number of Accounts	4,598
AUM (Assets Under Management)	$ 1,168,700,000

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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Advisor Monitoring

Firm Stability Insights

Zachary J. Zarda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Joseph Zarda's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALIBER WEALTH MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CALIBER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/3/2019

Series 7TO

Date: 3/20/2019

SIE

Date: 2/4/2019

Current Firm

CALIBER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALIBER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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