Nancy A. Zevenbergen

ZEVENBERGEN CAPITAL INVESTMENTS LLC

Edmonds, WA 98020-7261

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CRD#: 1647033

Professional summary

Nancy Ann Zevenbergen, who also goes by Nancy A. Zevenbergen, Nancy Zevenbergen, is a registered financial advisor currently at ZEVENBERGEN CAPITAL INVESTMENTS LLC located in Edmonds, Washington.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Nancy has worked at 2 firms and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nancy A. Zevenbergen | Nancy Zevenbergen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Smead Funds Trust Investment Related: Yes Address: 2777 East Camelback Road, Suite 375; Phoenix, AZ 85016 Nature: Open end management investment company Position: Board Trustee Start Date: 06/2014 Hours/Month: 2 Hours/Trading Hours/Month: 1 Duties: Fund governance committed to upholding principles of shareholder protection

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Ann Zevenbergen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 15, 2003 - Present

ZEVENBERGEN CAPITAL INVESTMENTS LLC

Office #1: 326 Admiral Way Suite 200, Edmonds, WA 98020-7261

RIA

CRD#: 128990

Edmonds, WA

Past

April 27, 1987 - November 15, 2003

ZEVENBERGEN CAPITAL, INC.

RIA

CRD#: 105308

SEATTTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ZEVENBERGEN CAPITAL INVESTMENTS LLC

CRD#: 128990 / SEC#: 801-62477

RIA

Registered Investment Advisory firm - (10/1/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/15/2003)

IAR

Washington
(11/15/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/10/1987

Uniform Securities Agent State Law Examination

Current Firm

ZEVENBERGEN CAPITAL INVESTMENTS LLC

CRD#: 128990 / SEC#: 801-62477

RIA

Registered Investment Advisory firm - (10/1/2003 Approved)

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Contact information

Main Address

326 Admiral Way Suite 200, Edmonds, WA 98020-7261

Mailing Address

Phone number

(206) 682-8469

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ZEVENBERGEN CAPITAL INVESTMENTS LLC FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	324
AUM (Assets Under Management)	$ 4,990,660,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Nancy A. Zevenbergen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Ann Zevenbergen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZEVENBERGEN CAPITAL INVESTMENTS LLC

ZEVENBERGEN CAPITAL, INC.

Primary Firm SEC Registration

ZEVENBERGEN CAPITAL INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/10/1987

Current Firm

ZEVENBERGEN CAPITAL INVESTMENTS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ZEVENBERGEN CAPITAL INVESTMENTS LLC

TRUST BUT VERIFY

Contact information

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