BZ
CFP
BZ
CFP

Bart Adrian Zandbergen

33 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
8,726 clients
Average Client Portfolio
$725K average
Assets Under Management
$6.3B

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

32322 South Coast Hwy Suite C, Laguna, CA, 92651

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Settled
Other Business ActivitiesSells Insurance

Bart operates his securities and advisory business under the name The Zandbergen Group. He is also licensed in life and health insurance, is a Certified Divorce Financial Analyst, and performs intermittent, unpaid modeling work for magazines.

Employment History
Current Registrations
Axxcess Wealth Management, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Tessera Capital Partners, LLCBroker
November 2020 - October 2021 · 11 mos
Axxcess Wealth Management, LLC
October 2020 - December 2021 · 1 yr 2 mos
Optivest, INC.
January 2017 - October 2020 · 3 yrs 9 mos
Gramercy Securities, INC.Broker
November 2016 - October 2020 · 3 yrs 11 mos
Financial Management Network INC
July 1997 - December 2016 · 19 yrs 5 mos
Fmn Capital CorporationBroker
June 1995 - November 2016 · 21 yrs 5 mos
Sunamerica Securities, INC.Broker
October 1992 - June 1995 · 2 yrs 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Bart Adrian Zandbergen - Financial Advisor | TrueAdvisor