TK
Tyler J. Kolbenschlag
CROWN WEALTH GROUP LLC
Charlotte, NC 28203
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CRD#: 6321347
TK
Professional summary
Tyler Joseph Kolbenschlag is a registered financial advisor currently at CROWN WEALTH GROUP LLC located in Charlotte, North Carolina.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Tyler 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.
1. Licensed insurance agent. CHARLOTTE, NC 28280 2. BERKSHIRE HATHAWAY HOMESERVICES CAROLINAS REALTY. POSITION: Real Estate Broker. NATURE: Representing clients in real estate purchases and sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 05/15/2018 ADDRESS: 6801 Morrison Blvd, Suite 101, Charlotte NC 28211, United States DESCRIPTION: Acting as a buyers agent and and/or a listing agent. 3. Greater Carolinas Chapter Board of Trustees Member; NMMS; Investment Related: No; Location: 3101 Industrial Drive, Suite 210, Raleigh, NC 27609; Description of the business: We help by raising funds for cutting-edge research, driving change through advocacy, facilitating professional education and providing programs and services that empower people with MS; Responsibilities Duties: The Board of Trustees is an elected group of volunteers responsible for ensuring the Society achieves its mission and fulfills its strategic plan by engaging the community, building MS awareness, expanding financial resources, and bring others into the MS movement.; Start date with business: 2020-10-22; Hours devoted to business outside trading hours: 5. 4. 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; 5. 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. 6. Crown Realty Group LLC; Investment related: No; 2108 South Boulevard, Suite 300 Charlotte NC 28203 United States; Tyler is a licensed real estate agent. He helps people buy and sell their real estate, including our clients. He owns 100% of Crown Realty Group LLC which is licensed with the NC Real Estate Commission. All of the commissions he receives for the real estate activities will be paid into the LLC. At times, Tyler assists Crown Wealth Group clients with buying and selling their real estate.; 2023-06-01; Hours per month devoted to business during trading hours: 1; 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 Tyler Joseph 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 15, 2015 - 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
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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
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