Joshua
Zach
Canvas Wealth Advisors, LLC
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About this Advisor
Joshua Zach is a certified financial planner who works out of Shawnee, Kansas with 3 years of industry experience. Zach is currently employed by Canvas Wealth Advisors, LLC. Throughout their career, Zach has worked at Edward Jones, Cognizant, Design Resources Inc, The Barstow School, Omaha Storm Chasers, Baker University, Natural Baseball Academy and Canvas Wealth Advisors, LLC. Zach holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kansas and Texas. Canvas Wealth Advisors, LLC is a firm that has its headquarters in Shawnee, KS. The firm has a total of 10 advisors. It handles $434 million in assets between its 1,742 customer accounts, placing it among the larger firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 1,742 customer accounts, 38% are associated with high-net-worth clients who have more than $1 million in investable assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on which service is offered. However, fee types charged by Canvas Wealth Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Canvas Wealth Advisors, LLC Brokerage Details
$434,047,669
10
1,742
$249,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joshua Zach Work History
Joshua has been registered as a financial advisor for 3 years.*
Canvas Wealth Advisors, LLC
Edward Jones
Cognizant
The Barstow School
Design Resources Inc
Omaha Storm Chasers
Natural Baseball Academy
Baker University
Baker University
*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 Joshua Zach 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 Canvas Wealth Advisors, LLC
Shawnee, KS
Shawnee, KS
Shawnee, KS
Shawnee, KS
Shawnee, KS
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.
