Best Investors Account Sign in
Inactive

Bart Adrian Zandbergen

Axxcess Wealth Management, LLC

Laguna, CA

Carlsbad, CA

Claim This Profile
Current Employers
Axxcess Wealth Management, Llc

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2022-01-04
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-01-04

Branch Locations

32322 South Coast Hwy Suite C, Laguna, CA 92651 • United States

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Mgmt Network Irvine CA 06/1992 11/2016
Fmn Capital Corporation Laguna Hills CA 06/1995 11/2016
Optivest Inc. Dana Point CA 11/2016 10/2020
Gramercy Securities, Inc. Charleston RI 11/2016 10/2020
Axxcess Wealth Management, Llc Carlsbad CA 10/2020 Present
Tessera Capital Partners, Llc Penfield NY 10/2020 10/2021
  • 06/1992 → 11/2016
    Financial Mgmt Network
    Irvine, CA
  • 06/1995 → 11/2016
    Fmn Capital Corporation
    Laguna Hills, CA
  • 11/2016 → 10/2020
    Dana Point, CA
  • 11/2016 → 10/2020
    Gramercy Securities, Inc.
    Charleston, RI
  • 10/2020 → Present
    Carlsbad, CA
  • 10/2020 → 10/2021
    Tessera Capital Partners, Llc
    Penfield, NY
Previous Registrations
Other Businesses

The Zandbergen Group is DBA for securities and advisory business. Although a Registered Representative of Tessera Capital Partners, LLC, Bart Zandbergen operates under the name of The Zandbergen Group, which is not a registered entity, but is used because of the representational value associated with it. All Securities services will be offered through Tessera. Investment Advisory Services are offered through Axxcess Wealth Management, LLC. Other business activities include 1. LICENSED TO LIFE/HEALTH INSURANCE, BART A. ZANDBERGEN INC, INSURANCE SERVICES. 2. CERTIFIED DIVORCE FINANCIAL ANALYST DESIGNATION, SPECIALIZING IN THE FINANCIAL ISSUES SURROUNDING DIVORCE. REQUIREMENTS: TWO YEARS OF FINANCIAL PLANNING OR LEGAL EXPERIENCE. AFTER ATTAINING THE PROPER WORK EXPERIENCE, CANDIDATES ARE REQUIRED TO COMPLETE A FOUR-STEP MODULAR SELF-STUDY PROGRAM AND EXAM DESIGNED BY THE, THE INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS. CE REQUIREMENTS: 15 DIVORCE-SPECIFIC HOURS EVERY TWO YEARS. 3. BART ZANDBERGEN PERFORMS INTERMITTENT MODELING WORK AND CONTRIBUTES TO SEVERAL MAGAZINES ALL OF WHICH IS UNPAID AND UNRELATED TO THE SECURITIES INDUSTRY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-08
  • S63 Uniform Securities Agent State Law Examination
    1993-01-08
Designations

View on SEC IAPD

More in Laguna, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor