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Zane Thomas Belcak

Cornerstone Planning Group

Fairfield, NJ

Red Bank, NJ

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Current Employers
Cornerstone Planning Group

350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-14
  • NJ RA
    APPROVED
    Since 2026-08-14

Branch Locations

350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States

280 Nj 35, Suite 305, Red Bank, NJ 07701 • 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
OrganizationCityStateFromTo
Monmouth University West Long Branch NJ 07/2020 05/2024
Zynergy Retirement Planning Red Bank NJ 05/2024 06/2026
Cornerstone Planning Group, Inc. Fairfield NJ 07/2026 Present
Flanders School District Flanders NJ 07/2016 06/2020
  • 07/2020 → 05/2024
    Monmouth University
    West Long Branch, NJ
  • 05/2024 → 06/2026
    Zynergy Retirement Planning
    Red Bank, NJ
  • 07/2026 → Present
    Cornerstone Planning Group, Inc.
    Fairfield, NJ
  • 07/2016 → 06/2020
    Flanders School District
    Flanders, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-28
  • S65 Uniform Investment Adviser Law Examination
    2024-10-28

View on SEC IAPD

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NATIONS FINANCIAL GROUP, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
PODELL FINANCIAL GROUP LLC

Other Investors

FRANK WILHELM KAPITZA
RICHARD BLANEY
STEPHEN PAUL GUNBY
DIANA M LONGO
SASA PALAVESTRA
HENRY ANTHONY DIIORIO
JOEL DAVID ORRIS
Christian Raymond Garces

Other Offices

BROOKSTONE WEALTH ADVISORS, LLC · Fairfield, NJ
CETERA INVESTMENT ADVISERS LLC · FAIRFIELD, NJ
INTEGRITY ALLIANCE, LLC. · Fairfield, NJ
LPL ENTERPRISE, LLC · FAIRFIELD, NJ
KEY CLIENT FIDUCIARY ADVISORS, LLC · FAIRFIELD, NJ
KEY CLIENT FIDUCIARY ADVISORS, LLC · FAIRFIELD, NJ
NATIONS FINANCIAL GROUP, INC. · Fairfield, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · Fairfield, NJ

More in Fairfield, NJ

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