Damon Marshall Zahlmann

Current Employers

Employment History

• 10/2014 → 08/2017
  Wfg Investments, Inc.
  Peoria, AZ
• 10/2014 → Present
  Summit Wealth Advisors, Llc
  Peoria, AZ
• 10/2016 → 09/2023
  Clarus Wealth Advisors, Llc
  Peoria, AZ
• 08/2017 → 09/2023
  Crown Capital Securities, Lp
  Orange, CA
• 09/2023 → Present
  M.S. Howells & Co.
  Scottsdale, AZ
• 09/2023 → Present
  M.S.H. Capital Advisors
  Scottsdale, AZ

Previous Registrations

• 2016-10-24 → 2023-09-27
  Clarus Wealth Advisors, Llc
  Peoria, AZ
• 2014-11-18 → 2017-08-30
  Wfg Advisors, Lp
  Peoria, AZ
• 2013-08-19 → 2014-10-31
  Independent Financial Group, Llc
  Scottsdale, AZ
• 2010-10-13 → 2013-08-20
  Osaic Services, Inc.
  Phoenix, AZ
  Tempe, AZ
  Scottsdale, AZ
• 2006-09-28 → 2010-11-29
  Rg Advisor Group
  Scottsdale, AZ

Other Businesses

1. M.S. Insentra; Investment-Related- Yes; 23350 N. Pima Rd Scottsdale, AZ 85255; Nature- Insurance; Position/Title- Insurance Agent, Wealth Manager; Start date- 9.27.23; 10 hours per month; 5 hours per month during trading hours; Description- Life Insurance, Fixed Indexed Annuities 2. M.S.H. Capital Advisors DBA Summit Wealth Advisors; Investment-Related- Yes; 23350 N. Pima Rd Scottsdale, AZ 85255; Nature- Wealth Management; Position/Title- Co-Founder; Start date- 9.27.23; 120 hours per month; 100 hours per month during trading hours; Description- Securities, Financial Planning 3. M.S. Howells & Co.; Investment-related- Yes; 23350 N. Pima Rd Scottsdale, AZ 85255; Position/Title- WealthManager; Start date- 9.27.23; 80 hours per month; 60 hours per month during trading hours; Description- Represent clients in the trading of securities and certain other investment products 4. Summit Wealth Advisors; Investment-Related- Yes; 23350 N. Pima Rd. Scottsdale, AZ 85255; Nature- Wealth Management; Position/Title- Co-Founder; Start date- 11/2014; 120 hours per month; 100 hours per month during trading hours; Description- Securities, Financial Planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-28
• S66 Uniform Combined State Law Examination
  2000-06-03

Other Names

• Damon M Zahlmann