Vanessa Marie Zook
Investment adviser representative at Psi Capital Management
13 yearsExperience
1 stateRegistered in
$384.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Psi Capital ManagementSep 2017 to now
- Planning Strategies, Inc.Jul 2017 to now
- Vanessa Zook dba VzplanningJan 2017 to Jul 2017
- Guardian Life Insurance & Annuity Company, Inc.Jun 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Psi Capital Management
Legal name: Planning Strategies, Inc.
$384.8MAssets managed
514Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6111776
- Firm CRD
- 117105