Investment adviser representative · Caliber Wealth Management, LLC
Zachary J. Zarda
CRD 7049292 · Overland Park, KS
At a glance
Zachary J. Zarda is an investment adviser representative with Caliber Wealth Management, LLC in Overland Park, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zachary’s SEC record dates to 2019, about 7 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Caliber Wealth Management, LLCSince July 2024Overland Park, KS · $1.8B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Zachary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Caliber Wealth Management, LLC
- Mark A. AlbrightOverland Park · Certified Financial Planner
- John D. ArndtOverland Park · Certified Financial Planner
- Brent J. BloomerOverland Park
- Andrew J. DibbleOverland Park
- Cole J. DimondOverland Park
- Joseph P. Gravino Jr.Overland Park · Certified Financial Planner
- Alexander M. Petrovic IIIOverland Park · Certified Financial Planner
- Stephen A. PhillipsOverland Park · Certified Financial Planner
Every advisor at Caliber Wealth Management, LLC →Caliber Wealth Management, LLC: assets, clients and custodians →Financial advisors in Overland Park, KS →Every Caliber Wealth Management, LLC advisor in Overland Park →Advisor Moves: who changed firms this week →