Joshua Wayne Zach
Investment Adviser Representative at Canvas Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Wayne Zach is an investment adviser representative with Canvas Wealth Advisors, LLC in Shawnee, KS, where they have been registered since 2020. They have worked in the securities industry since 2019 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas and Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesDec 2018 – Oct 2020St Louis, MO
- CognizantJun 2015 – Dec 2018Prairie Village, KS
- Natural Baseball AcademyDec 2014 – Oct 2020Olathe, KS
- Canvas Wealth Advisors, LLCNov 2020 – no end date reportedOverland Park, KS
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Canvas Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Risk Management, Business Planning, Investment Management, Family Office Services, Wealth Planning, and Retirement Planning. The firm implements diversified strategies across traditional and alternative asset classes including separately-managed accounts, tax credits, currencies, limited partnerships, private placements, real estate opportunities, venture capital, alternative investments, commodities, precious metals, and SMA/ETFs/UITs/closed-end funds.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Shawnee, KS
- SEC file number:
- 801-117767
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 17, 2026
View full firm profileOther advisors at Canvas Wealth Advisors, LLC
7 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Wayne Zach has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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