Zachary Overweg

KINGDOM FINANCIAL GROUP

Scottsdale, AZ 85255

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CRD#: 7845828

Professional summary

Zachary Overweg is a registered financial advisor currently at KINGDOM FINANCIAL GROUP, LLC located in Scottsdale, Arizona.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Zachary has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/2023; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Overweg's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 17, 2025 - Present

KINGDOM FINANCIAL GROUP, LLC

Office #1: 18655 N Claret Dr Unit 105, Scottsdale, AZ 85255

RIA

CRD#: 155676

Scottsdale, AZ

Past

September 6, 2024 - December 31, 2024

NICHOLAS WEALTH MANAGEMENT

RIA

CRD#: 282635

Scottsdale, AZ

Past

July 25, 2024 - February 7, 2025

WORLD EQUITY GROUP, INC.

CRD#: 29087

SCHAUMBURG, IL

Past

January 26, 2024 - June 5, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

PHOENIX, AZ

Past

January 19, 2024 - June 5, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

PHOENIX, AZ

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".

KINGDOM FINANCIAL GROUP, LLC

CRD#: 155676 / SEC#: 801-113161

RIA

Registered Investment Advisory firm - (7/2/2018 Approved)

Arizona

Registered Investment Advisory firm - (7/5/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(1/27/2025)

IAR

California
(1/17/2025)

IAR

Michigan
(1/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/6/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/24/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/19/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/5/2023

Securities Industry Essentials Examination

Current Firm

KINGDOM FINANCIAL GROUP, LLC

CRD#: 155676 / SEC#: 801-113161

RIA

Registered Investment Advisory firm - (7/2/2018 Approved)

Arizona

Registered Investment Advisory firm - (7/5/2018 Terminated)

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Contact information

Main Address

14155 N. 83 Ave #144, Peoria, AZ 85381

Mailing Address

Phone number

(623) 974-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KINGDOM PART 2A BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	2,954
AUM (Assets Under Management)	$ 340,595,756

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.

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Advisor Monitoring

Firm Stability Insights

Zachary Overweg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Overweg's CRS (Customer Relationship Summary).

Certified licenses

Experience

NICHOLAS WEALTH MANAGEMENT

WORLD EQUITY GROUP, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

KINGDOM FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/6/2023

Series 65

Date: 10/24/2023

Series 7TO

Date: 1/19/2024

SIE

Date: 12/5/2023

Current Firm

KINGDOM FINANCIAL GROUP, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGDOM FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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