Mccarroll Zevenbergen

Current Employers

Birch Bay Financial Planning

Orion, IL • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-08-06

IL RA
APPROVED

Since 2026-08-06

Branch Locations

Orion, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
School	Dewitt & Ames	IA	01/2015	11/2023
Plan2Thrive Financial, Llc	Eldridge	IA	11/2023	05/2025
Plan2Thrive Financial, Llc	Eldridge	IA	02/2025	05/2025
Lpl Financial	Eldridge	IA	09/2025	03/2026
Unemployed	Dewitt	IA	05/2025	09/2025
Birch Bay Financial Planning Llc	Orion	IL	03/2026	Present

01/2015 → 11/2023

School

Dewitt & Ames, IA
11/2023 → 05/2025

Plan2Thrive Financial, Llc

Eldridge, IA
02/2025 → 05/2025

Plan2Thrive Financial, Llc

Eldridge, IA
09/2025 → 03/2026

Lpl Financial

Eldridge, IA
05/2025 → 09/2025

Unemployed

Dewitt, IA
03/2026 → Present

Birch Bay Financial Planning Llc

Orion, IL

Previous Registrations

2025-02-26 → 2025-06-12

Plan2Thrive Financial

Eldridge, IA

Other Businesses

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.

Designations

Other Names

Mac Zevenbergen

View on SEC IAPD