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ZV

Zachary R. Vancas

STONEBRIDGE WEALTH SYSTEMS LLC
Lincoln, NE 68516
Some features on this profile are disabled
CRD#: 8010126
ZV

Professional summary

Zachary Robert Vancas, who also goes by Zach Vancas, is a registered financial advisor currently at STONEBRIDGE WEALTH SYSTEMS LLC located in Lincoln, Nebraska.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Zachary has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zach Vancas

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.
Name: Stonebridge Insurance and Wealth Management; investment-related; Address: 3800 Avenue A, Suite C, Kearney, NE 68847; Nature, Life and health insurance sales; Position, Producer; Start Date, 11/11/24; Approximate number of hours a month, 80; Approximate hours during trading hours, 60; Duties, insurance sales and presentations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Robert Vancas's CRS (Customer Relationship Summary).
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

November 13, 2024 - Present

STONEBRIDGE WEALTH SYSTEMS LLC

Office #1: 5733 S 34th Street #300, Lincoln, NE 68516
RIA
CRD#: 327894
Lincoln, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STONEBRIDGE WEALTH SYSTEMS LLC
STONEBRIDGE WEALTH SYSTEMS LLC | STONEBRIDGE WEALTH, LLC

CRD#: 327894 / SEC#: 801-128877

RIA
Registered Investment Advisory firm - (10/12/2023 Approved)

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
(11/13/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/5/2024
Uniform Investment Adviser Law Examination

Current Firm

SW
STONEBRIDGE WEALTH SYSTEMS LLC
STONEBRIDGE WEALTH SYSTEMS LLC | STONEBRIDGE WEALTH, LLC

CRD#: 327894 / SEC#: 801-128877

RIA
Registered Investment Advisory firm - (10/12/2023 Approved)
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Contact information

Main Address
108 1st Avenue Place, Kearney, NE 68847
Mailing Address
Phone number
(308) 698-0144
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (7/2/2025)

Regulatory assets under management

Total Number of Accounts2,152
AUM (Assets Under Management)$ 276,013,268

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

STONEBRIDGE WEALTH SYSTEMS LLC

CRD#: 327894Lincoln, NE 68516

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