Advisor at MSH Capital Advisors LLC
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Firm
MSH Capital Advisors LLC
Location
Scottsdale, AZ 85255-7153
Credentials
Series 65, Series 66
Industry experience
25 years
Damon Zahlmann is a financial advisor at MSH Capital Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Crown Capital Securities, Clarus Wealth Advisors, and Summit Wealth Advisors, which he co-founded. Zahlmann is also an insurance agent involved with life insurance and fixed indexed annuities through MS Insentra. MSH Capital Advisors LLC manages approximately $1.09 billion across a network of 11 investment adviser representatives, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.
Based on MSH Capital Advisors LLC
Based on MSH Capital Advisors LLC
Financial plan fees typically range from $500 to $10,000 depending on scope and complexity.
Up to 2.50% annually (negotiated client-by-client basis, maximum fee)
Commissions may be earned by IARs acting as Registered Representatives of the affiliated broker-dealer for securities transactions.
Ongoing financial planning and advice fees typically range from $50 to $2,500 per month, depending on client needs.
Account minimum: $5,000
23350 N Pima Road
Scottsdale, AZ 85255-7153
Arizona
M.S.H. Capital Advisors
2023 - Present (3 years)
M.S. Howells & Co.
2023 - Present (3 years)
Crown Capital Securities, Lp
2017 - 2023 (6 years)
Clarus Wealth Advisors, LLC
2016 - 2023 (7 years)
Summit Wealth Advisors, Llc
2014 - Present (12 years)
Wfg Investments, Inc.
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
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CFP®, Series 63, Series 66
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Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
PFS™, Series 66
Phoenix, AZ
Covenant Financial Advisors, LLC
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