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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Adrian Zandbergen is a financial advisor with Axxcess Wealth Management, LLC. Bart is a Certified Financial Planner and holds Series 6, 7, and SIE licenses. Bart has been in the financial industry since 1992, and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Bart Zandbergen specializes in providing financial planning, portfolio management, and investment advisory services. Bart is also a Certified Divorce Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/04/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
CA
11/17/2020 - 10/15/2021
TESSERA CAPITAL PARTNERS, LLC (Laguna Beach CA)
CA
11/23/2016 - 10/07/2020
GRAMERCY SECURITIES, INC. (DANA POINT CA)
CA
06/23/1995 - 11/14/2016
FMN CAPITAL CORPORATION (MISSION VIEJO CA)
AZ
10/23/1992 - 06/14/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 01/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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