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ZB

Zachary E. Bender

AMERICAN ALTERNATIVE CAPITAL
Newport Beach, CA
Some features on this profile are disabled
CRD#: 4663004
ZB

Professional summary

Zachary Evan Bender, who also goes by Zack Bender, is a registered financial professional currently at AMERICAN ALTERNATIVE CAPITAL, LLC located in Newport Beach, California.

Zachary is registered as a RR (Registered Representative) and started their career in finance in 2003. Zachary has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Zack Bender

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Zachary Evan Bender's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 1, 2026 - Present

AMERICAN ALTERNATIVE CAPITAL, LLC

BD
CRD#: 309956
Newport Beach, CA
Past

October 21, 2024 - December 23, 2024

ENVOY ADVISORY INC.

RIA
CRD#: 306559
COLORADO SPRINGS, CO
Past

April 19, 2023 - May 16, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Colorado Springs, CO
Past

February 4, 2022 - May 16, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Colorado Springs, CO
Past

October 29, 2013 - February 8, 2022

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
COLORADO SPRINGS, CO
Past

August 10, 2007 - October 6, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
COLORADO SPRINGS, CO
Past

August 10, 2007 - October 6, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
COLORADO SPRINGS, CO
Past

July 23, 2003 - August 16, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
COLORADO SPRINGS, CO
Past

July 14, 2003 - August 16, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
COLORADO SPRINGS, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/2/2026)
RR
Utah
(4/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/3/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/29/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AA
AMERICAN ALTERNATIVE CAPITAL, LLC
AMERICAN ALTERNATIVE CAPITAL, LLC | LINK ALTS CAPITAL, LLC

CRD#: 309956 / SEC#: , 8-70651

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
Mailing Address
3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
Phone number
(248) 428-8002
Established
Colorado since 07/06/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CARPE DIEM I, LLCMEMBER
CONCORDE INVESTMENT PARTNERS, LLCOWNER/MANAGING MEMBER
DELUNA, LORI MARIECHIEF COMPLIANCE OFFICER5087442
KAMMEYER, JOSHUA JAMESPRINCIPAL OPERATIONS OFFICER5745175
KAVANAUGH, JASON PATRICKPRESIDENT, DESIGNATED PRINCIPAL2693303

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICAN ALTERNATIVE CAPITAL, LLC

CRD#: 309956Newport Beach, CA

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