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Zachary Barrett Lundak

Barrett Fp LLC

Elkhorn, NE

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Current Employers
Barrett Fp Llc

Elkhorn, NE • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-04-29
  • NE RA
    APPROVED
    Since 2025-04-29

Branch Locations

Elkhorn, NE • 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
Hbe Wealth Management, Llc Lincoln NE 09/2016 10/2021
Personal Capital Advisors Corporation Omaha NE 10/2021 12/2022
University Of Nebraska Foundation Lincoln NE 01/2023 03/2025
Barrett Fp Llc Gretna NE 04/2025 Present
  • 09/2016 → 10/2021
    Hbe Wealth Management, Llc
    Lincoln, NE
  • 10/2021 → 12/2022
    Personal Capital Advisors Corporation
    Omaha, NE
  • 01/2023 → 03/2025
    University Of Nebraska Foundation
    Lincoln, NE
  • 04/2025 → Present
    Barrett Fp Llc
    Gretna, NE
Previous Registrations
  • 2021-11-05 → 2022-12-15
    Personal Capital Advisors Corporation
    Greenwood Village, CO
    Omaha, NE
  • 2016-11-16 → 2021-10-05
    Hbe Wealth Management, Llc
    Lincoln, NE
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-14
  • S65 Uniform Investment Adviser Law Examination
    2016-11-14
Designations
Other Names
  • Zach Lundak

View on SEC IAPD

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