Zachary Lundak is a CFA, CFP-designated registered investment advisor at Barrett Fp LLC, based in Elkhorn, NE, with 7 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Barrett FP charges for financial planning on an hourly basis, with an initial engagement requiring an upfront payment of $499.
Contact
Zachary Lundak
Location
Elkhorn, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Barrett Fp LLC
Previous Registrations
Personal Capital Advisors Corporation
Hbe Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
As both a CFA Charterholder and CFP® professional with 10 years in financial planning and investments, I bring a unique institutional perspective to individual retirement planning. My experience spans from guiding millionaire pre-retirees through complex transitions to conducting due diligence and managing a $500 million bond portfolio for a large endowment fund.
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