Zachary Robert Vancas

Employer firm

Stonebridge Wealth Systems LLC CRD 327894

$369M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → Present
  Stonebridge Wealth Systems Llc
  Lincoln, NE
• 10/2021 → 11/2024
  Jumpcrew Llc
  Lincoln, NE
• 08/2016 → 12/2020
  Univerity Of Nebraska
  Lincoln, NE
• 02/2021 → 10/2021
  Windstream Communications
  Lincoln, NE
• 09/2019 → 11/2022
  Niteyes, Llc
  Lincoln, NE
• 05/2018 → 08/2018
  Affordable Computing Solutions
  Rapid City, SD
• 05/2017 → 08/2017
  Jimmy Johns
  Rapid City, SD

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-05

Other Names

• Zach Vancas