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Susan Jane Schmatzhagen

Investment Adviser Representative at ZEVENBERGEN CAPITAL INVESTMENTS LLC

Edmonds, WACRD #4538328Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Washington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/18/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
Wealth Management - First $25M1.00%
Wealth Management - Over $25M
Institutional - First $50M1.00%
Institutional - Over $50M
Account minimum: $5,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Zevenbergen Capital Investments LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ZEVENBERGEN CAPITAL INVESTMENTS LLCCurrent
11/15/2003Edmonds, WA
ZEVENBERGEN CAPITAL, INC.
12/20/200111/15/2003Seattle, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Susan Jane Schmatzhagen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Susan Jane Schmatzhagen - Financial Advisor in Edmonds, WA | AdvisorFinder