Ann K. Vavrousek

ZEVENBERGEN CAPITAL INVESTMENTS LLC

Edmonds, WA 98020-7261

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CRD#: 6557279

Professional summary

Ann Kubalanza Vavrousek, who also goes by Ann Frances Kubalanza, is a registered financial advisor currently at ZEVENBERGEN CAPITAL INVESTMENTS LLC located in Edmonds, Washington.

Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ann has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ann Frances Kubalanza

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.

1. Zevenbergen Capital Investments LLC; Seattle, WA; Investment related; Started 03/08/2015; Investment Manager; Senior Associate; 200 hours per month with 200 hours during securities trading hours; Provides administrative support to Business Administration and Compliance Teams

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Kubalanza Vavrousek'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 4, 2015 - Present

ZEVENBERGEN CAPITAL INVESTMENTS LLC

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

RIA

CRD#: 128990

Edmonds, WA

Past

October 2, 2018 - November 2, 2023

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Seattle, 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

Washington
(11/4/2015)

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: 11/20/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/4/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/19/2018

Investment Company Products/Variable Contracts Representative 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.

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Ann K. Vavrousek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Kubalanza Vavrousek's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZEVENBERGEN CAPITAL INVESTMENTS LLC

QUASAR DISTRIBUTORS, LLC

Primary Firm SEC Registration

ZEVENBERGEN CAPITAL INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/20/2018

Series 65

Date: 11/4/2015

SIE

Date: 10/1/2018

Series 6

Date: 9/19/2018

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

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