Damon
Zahlmann

Clarus Wealth Advisors, LLC

CRD#4050354
Investment Advisor
in Peoria, AZ

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About this Advisor

Damon Zahlmann is a financial advisor working out of Peoria, Arizona with 7 years of relevant experience. Zahlmann is an advisor for Clarus Wealth Advisors, LLC. Zahlmann has gained experience at Sagepoint Financial, Independent Financial Group, Wfg Investments, Inc, Summit Wealth Advisors, LLC, Crown Capital Securities, Lp and Clarus Wealth Advisors, LLC. Zahlmann maintains Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Clarus Wealth Advisors, LLC is a firm that has its headquarters in Peoria, AZ. It has a total of 12 advisors. It handles $200 million in total assets among its 1,022 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 1,022 accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets. Clarus Wealth Advisors, LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on the type of services offered. However, fees billed by Clarus Wealth Advisors, LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9125 W. Thunderbird Road, Suite 100
Peoria, AZ 85381

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Clarus Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$200,340,862

AZ Average: $1,555,372,352
Total Number of Employees

12

AZ Average: 37
Total Number of Accounts

1,022

AZ Average: 1,370
Average Account Size

$196,028

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Damon Zahlmann Work History

Damon has been registered as a financial advisor for 7 years.*

2017 - Present (7 years)

Crown Capital Securities, Lp

2016 - Present (8 years)

Clarus Wealth Advisors, LLC

2014 - Present (10 years)

Summit Wealth Advisors, LLC

2014 - 2017 (3 years)

Wfg Investments, Inc

2013 - 2014 (1 year)

Independent Financial Group

2009 - 2013 (4 years)

Sagepoint Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Damon Zahlmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Clarus Wealth Advisors, LLC

Katherine Fortna
Castle Rock, CO
Sherry Hardin
Peoria, AZ
James Graham
Chandler, AZ
Theresa Fanning
Peoria, AZ
Karine Beard
Castle Rock, CO
Joshua Cooper
Peoria, AZ
Damon Zahlmann
Peoria, AZ
Bert Cooper
Peoria, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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