Damon Marshall Zahlmann
Investment adviser representative at Msh Capital Advisors LLC
12 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 yearsFirm in business
Are you Damon Marshall Zahlmann? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Msh Capital Advisors LLCSep 2023 to now
- M.S. Howells & Co.Sep 2023 to now
- Summit Wealth Advisors, LLCOct 2014 to now
- Crown Capital Securities, LPAug 2017 to Sep 2023
- Clarus Wealth Advisors, LLCOct 2016 to Sep 2023
- Wfg Investments, Inc.Oct 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Msh Capital Advisors LLC
$1.3BAssets managed
2,361Clients
20Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4050354
- Firm CRD
- 157835