Mccarroll Zevenbergen

ORION, IL

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CRD#: 8037920

Professional summary

Mccarroll Zevenbergen, who also goes by Mac Zevenbergen, was a registered financial advisor .

Mccarroll is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Mccarroll had worked at 2 firms and has passed the SIE exam.

At a Glance

Always Fiduciary

Aliases

Mac 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.

McCarroll Zevenbergen is currently employed as an Infantryman in the Army National Guard. This activity accounts for approximately 0% of their time. Clients of BBFP are not involved in, nor are they solicited to participate in this outside business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

August 6, 2026 - Present

ORION, IL

Past

February 26, 2025 - June 12, 2025

PLAN2THRIVE FINANCIAL

RIA

CRD#: 317005

ELDRIDGE, IA

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

Illinois
(8/6/2026)

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Exams

General Industry/Product Exam

SIE

Date: 9/3/2025

Securities Industry Essentials Examination

Current firm

No current employment

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.