Joel Michael Zerbe
Investment adviser representative at Vista Cima Wealth Management LLC
13 yearsExperience
2 statesRegistered in
$142.5MFirm assets
2 yearsFirm in business
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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
13 years in the industry.
- Vista Cima Wealth Management LLCFeb 2020 to now
- Cima Capital Wealth ManagementFeb 2020 to now
- Edward JonesDec 2013 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Vista Cima Wealth Management LLC
$142.5MAssets managed
266Clients
3Advisers
2 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
- 6272599
- Firm CRD
- 304672