Nancy Ann Zevenbergen

Employer firm

Zevenbergen Capital Investments LLC CRD 128990

$4.57B regulatory AUM 4 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
MODEL-ONLY PORTFOLIOS

From the firm’s Form ADV. Read the guides:

Current Employers

Zevenbergen Capital Investments Llc

326 Admiral Way Suite 200, Edmonds, WA 98020-7261 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2003-11-15
WA	RA	APPROVED	2003-11-15

TX RA
APPROVED_RES

Since 2003-11-15
WA RA
APPROVED

Since 2003-11-15

Branch Locations

326 Admiral Way Suite 200, Edmonds, WA 98020 • 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
Zevenbergen Capital Investments Llc	Edmonds	WA	11/2003	Present

11/2003 → Present

Zevenbergen Capital Investments Llc

Edmonds, WA

Previous Registrations

1987-04-27 → 2003-11-15

Zevenbergen Capital, Inc.

Seatttle, WA

Other Businesses

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

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-03-10

S63 Uniform Securities Agent State Law Examination

1987-03-10

Designations

Chartered Financial Analyst

Other Names

Nancy Zevenbergen
Nancy A. Zevenbergen

View on SEC IAPD