Zachary Lundak
Advisor at Barrett FP LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Barrett FP LLC
Location
Gretna, NE
Credentials
CFP®, CFA®, Series 65
Industry experience
6 years
About
Zachary Lundak is a CFP® and CFA® with six years of industry experience. He currently serves as the sole advisor at Barrett FP LLC, an independent firm he joined in 2025. His prior roles include positions at the University of Nebraska Foundation, Personal Capital Advisors Corporation, and HBE Wealth Management. Barrett FP LLC focuses on providing tailored, hourly financial planning primarily to individual and high-net-worth clients. The firm offers non-discretionary recommendations without managing or executing client investments, emphasizing diversification, tax efficiency, and low-cost mutual funds and ETFs.
Expertise
Based on Barrett FP LLC
General retirement planning
General tax planning
Wealth management
Fee options
Barrett FP LLC provides hourly financial planning services billed as needed; no specific hourly rate stated
Account minimum: $499 upfront payment for initial engagement; no minimum asset level required Fee-only: Hourly financial planning services billed as needed; initial engagement requires $499 upfront payment
Location
Gretna, NE
Most active in
Zachary L has reported serving >5 clients in these states in the last 12 months.
Nebraska
Work history
Barrett FP LLC
2025 - Present (1 year)
University of Nebraska Foundation
2023 - 2025 (2 years)
Personal Capital Advisors Corporation
2021 - 2022 (1 year)
HBE Wealth Management, LLC
2016 - 2021 (5 years)
The University of Nebraska Foundation
2016 - 2016 (1 year)
Pittenger & Anderson
2015 - 2016 (1 year)
University Of Nebraska
2013 - 2016 (3 years)
Himark Golf
2011 - 2016 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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