Zachary B. Lundak

BARRETT FP LLC

GRETNA, NE

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CRD#: 6704007

Professional summary

Zachary Barrett Lundak, CFP®, who also goes by Zach Lundak, is a registered financial advisor currently at BARRETT FP LLC located in Gretna, Nebraska.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Zachary has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Lundak

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) - RIA

Click below to view Zachary Barrett Lundak'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®

CFP^®

Certified Financial Planner

Experience

Current

April 29, 2025 - Present

BARRETT FP LLC

RIA

CRD#: 336268

GRETNA, NE

Past

November 5, 2021 - December 15, 2022

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

Omaha, NE

Past

November 16, 2016 - October 5, 2021

HBE WEALTH MANAGEMENT, LLC

RIA

CRD#: 128315

OMAHA, NE

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(4/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/14/2016

Uniform Investment Adviser Law Examination

Current Firm

BARRETT FP LLC

CRD#: 336268 / SEC#:

Nebraska

Registered Investment Advisory firm - (4/23/2025 Approved)

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Contact information

Main Address

Gretna, NE

Mailing Address

Phone number

(402) 610-4178

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

Zachary B. Lundak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Barrett Lundak's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARRETT FP LLC

PERSONAL CAPITAL ADVISORS CORPORATION

HBE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2016

Current Firm

BARRETT FP LLC

Contact information

Documents

Red Flags

Company Information

BARRETT FP LLC

TRUST BUT VERIFY

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