Zane Tollman Bratt
Investment adviser representative at Nbc Capital Advisors
10 yearsExperience
1 stateRegistered in
$847.5MFirm assets
6 yearsFirm in business
Are you Zane Tollman Bratt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Nbc Capital AdvisorsJul 2026 to now
- Jhz Holdings, LLCOct 2023 to now
- City of Lake Oswego (swim Park)Jun 2022 to Sep 2023
- StudentJun 2016 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
Nbc Capital Advisors
Legal name: Bnc Wealth Management, LLC
$847.5MAssets managed
2,272Clients
5Advisers
6 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
- 8310012
- Firm CRD
- 306483