Richard Chamblee Van Zandt

Employer firm

Wealthcare Capital Management LLC CRD 111119

$3.93B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Wealthcare Capital Management Llc

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-01-18
ID	RA	APPROVED	2011-01-31

TX RA
APPROVED

Since 2018-01-18
ID RA
APPROVED

Since 2011-01-31

Branch Locations

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

14841 N Highway 41, Rathdrum, ID 83858 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealthcare Capital Management Llc	Richmond	VA	01/2011	Present

01/2011 → Present

Wealthcare Capital Management Llc

Richmond, VA

Previous Registrations

2007-07-20 → 2010-12-31

Signator Financial Services, Inc.

Spokane, WA

Other Businesses

VAN ZANDT FINANCIAL SERVICES PLLC 8052 WEST MAIN ST., SUITE 202 RATHDRUM, ID 83858 PROVIDES TAX PREP, ACCOUNTING & BOOKKEEPING SERVICES. STARTED OCT 1, 2009.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-07-03

S66 Uniform Combined State Law Examination

2007-07-03

Designations

Personal Financial Specialist

Other Names

Rick Van Zandt
Richard Camblee Van Zandt

View on SEC IAPD