# OPTIVEST, INC.

> FINRA firm 137070 · ACTIVE · SAN JUAN CAPISTRANO, CA

## Key facts

- **FINRA firm ID:** 137070
- **Firm name:** OPTIVEST, INC.
- **Other names:** BART A. ZANDBERGEN, CFP, INC. DBA BART A. ZANDBERGEN, INC. INSURANCE SERVICES, OPTIVEST, INC., OPTIVEST RETIREMENT STRATEGIES, LLC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-68965
- **Branches:** 1
- **Has disclosure events:** No
- **Headquarters:** SAN JUAN CAPISTRANO, CA, 92675, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/137070

## Citation

> FINRA BrokerCheck, firm 137070 (OPTIVEST, INC.). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/137070.

---

*[FINRA firms dataset](/datasets/finra-firms) · CC0 1.0*