Zachary M. Cole

ARROWSTONE WEALTH

Springfield, MO

Some features on this profile are disabled

CRD#: 7476071

Professional summary

Zachary M Cole, who also goes by Zach M Cole, is a registered financial advisor currently at ARROWSTONE WEALTH, LLC located in Springfield, Missouri.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Zachary has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Zach M Cole

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.

AMERICAN TAX STRATEGIES, LLC; INVESTMENT RELATED; INSURANCE AGENT; START DATE 05/2025; SPRINGFIELD, MO;APPROX 5%OF TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary M Cole'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

August 7, 2026 - Present

ARROWSTONE WEALTH, LLC

RIA

CRD#: 172147

Springfield, MO

Past

November 5, 2025 - March 10, 2026

WEALTHCARE ASSET MANAGEMENT, LLC

RIA

CRD#: 170382

SPRINGFIELD, MO

Past

February 25, 2025 - August 22, 2025

HEIM, YOUNG & ASSOCIATES, INC.

CRD#: 38993

SPRINGFIELD, MO

Past

March 17, 2022 - November 20, 2024

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

Springfield, MO

Past

February 11, 2022 - November 20, 2024

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

Springfield, MO

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

Texas
(8/7/2026)

IAR

Washington
(8/7/2026)

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: 3/17/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/11/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/30/2021

Securities Industry Essentials Examination

Current Firm

ARROWSTONE WEALTH, LLC

ARROWSTONE WEALTH, LLC | GUNN CAPITAL MANAGEMENT, LLC. | GUNN CAPITAL MANAGEMENT, LLC | GUNN CAPITAL MANAGEMENT

CRD#: 172147 / SEC#:

Washington

Registered Investment Advisory firm - (7/10/2014 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Malaga, WA

Mailing Address

P.o. Box 358, Malaga, WA 98828

Phone number

(509) 699-3144

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 53,118,989

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary M. Cole

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary M Cole's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARROWSTONE WEALTH, LLC

WEALTHCARE ASSET MANAGEMENT, LLC

HEIM, YOUNG & ASSOCIATES, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2022

Series 7TO

Date: 2/11/2022

SIE

Date: 12/30/2021

Current Firm

ARROWSTONE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARROWSTONE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors