Mccarroll Zevenbergen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mccarroll Zevenbergen, who also goes by Mac Zevenbergen, was a registered financial professional .
Mccarroll is a previously registered financial professional and started their career in finance in 2025. Mccarroll had worked at 1 firm and has passed the SIE exam.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 26, 2025 - June 12, 2025
PLAN2THRIVE FINANCIAL
Primary Firm SEC Registration
PLAN2THRIVE FINANCIAL
CRD#: 317005 / SEC#: 801-132052
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
PLAN2THRIVE FINANCIAL
CRD#: 317005 / SEC#: 801-132052
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 766 |
| AUM (Assets Under Management) | $ 147,546,146 |
Red Flags
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