NK
Nicholas M. Kolbenschlag
CROWN WEALTH GROUP LLC
Charlotte, NC 28203
Some features on this profile are disabled
CRD#: 5862034
NK
Professional summary
Nicholas Martin Kolbenschlag is a registered financial advisor currently at CROWN WEALTH GROUP LLC located in Charlotte, North Carolina.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Nicholas has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Licensed insurance agent; Property & Casualty insurance lines agent; Investment related: Yes; 2108 South Boulevard Charlotte NC 28203 United States; Duties: We refer our clients to independent property & casualty insurance agencies to determine if better coverage and/or better pricing can be obtained. If the client places their policy with the new agency, that agency may pay me a referral fee.; 2022-03-14; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; Manager; Residential Rental Management; investment related: Yes; Location: 2108 South Boulevard, Suite 300 Charlotte NC 28203 United States; Description of the business: Management of residential rental property that I own; Responsibilities Duties: Management of residential rental property that I own; Start date with business: 2022-05-31; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; Member/Manager; Kolby Brother Ventures LLC; investment related: Yes; Location: 2108 South Boulevard, Suite 300 Charlotte NC 28203 United States; Description of the business: Provides consulting to RIAs and IARs on the implementation and delivery of the Personal CFO financial planning process and solution; Responsibilities Duties: Provides consulting to RIAs and IARs on the implementation and delivery of the Personal CFO financial planning process and solution; Start date with business: 2022-05-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 10; Managing Director; ACM-KBV, LLC DBA Evolv Family Wealth; Investment Related: Yes; 19520 West Catawba Avenue, Suite 112 Cornelius NC 28031 USA; Description of the business: Evolv Family Wealth is a DBA branch office of Alphastar Capital Management, an RIA. Evolv will recruit IARs to move their business to Evolv and teach them how to deliver a Personal CFO solution to their clients. The IARs of Evolv will be registered with and supervised by Alphastar.; Responsibilities Duties: Managers of the business responsible for recruiting IARs and educating them on the Personal CFO solution.; Start date with business: 2022-08-31; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 20. Advisor Technology Consultant; Investment related: No; 5630 Timber Lane Charlotte North Carolina 28270; Responsibilities Duties: I have been contacted by numerous research firms asking me to speak with their clients regarding my experience with advisor technology, specifically archiving solutions like Smarsh and MirrorWeb. For this I am paid an hourly consulting rate; Start date with business: 2023-10-31; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Martin Kolbenschlag's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 29, 2019 - Present
CROWN WEALTH GROUP LLC
Office #1: 2108 South Boulevard Unit 300, Charlotte, NC 28203RIA
CRD#: 299732
Charlotte, NC
Past
September 15, 2016 - January 11, 2019
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
CHARLOTTE, NC
Past
January 3, 2011 - July 13, 2016
VISIONQUEST WEALTH MANAGEMENT, LLC
RIA
CRD#: 135581
RALEIGH, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CROWN WEALTH GROUP LLC
CROWN WEALTH GROUP LLC
CRD#: 299732 / SEC#: 801-120589
RIA
Registered Investment Advisory firm - (3/24/2021 Approved)New Jersey
Registered Investment Advisory firm - (6/22/2021 Terminated)North Carolina
Registered Investment Advisory firm - (4/7/2021 Terminated)South Carolina
Registered Investment Advisory firm - (4/6/2021 Terminated)Texas
Registered Investment Advisory firm - (4/6/2021 Terminated)Virginia
Registered Investment Advisory firm - (4/7/2021 Terminated)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
North Carolina(1/29/2019)
Current Firm
CW
CROWN WEALTH GROUP LLC
CROWN WEALTH GROUP LLC
CRD#: 299732 / SEC#: 801-120589
RIA
Registered Investment Advisory firm - (3/24/2021 Approved)New Jersey
Registered Investment Advisory firm - (6/22/2021 Terminated)North Carolina
Registered Investment Advisory firm - (4/7/2021 Terminated)South Carolina
Registered Investment Advisory firm - (4/6/2021 Terminated)Texas
Registered Investment Advisory firm - (4/6/2021 Terminated)Virginia
Registered Investment Advisory firm - (4/7/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2108 South Boulevard Unit 300, Charlotte, NC 28203
Mailing Address
Phone number
(704) 360-3995
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 949 |
| AUM (Assets Under Management) | $ 316,523,852 |
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.
