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Nicholas Martin Kolbenschlag

CROWN WEALTH GROUP LLC·CHARLOTTE, North Carolina
Series 65Clean record15 years registeredCROWN WEALTH GROUP LLC
2108 SOUTH BOULEVARD, CHARLOTTE, NC 28203CRD# 5862034Firm CRD# 299732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Martin Kolbenschlag · CHARLOTTE, NC
Registration
CRD #5862034 · CROWN WEALTH GROUP LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

CROWN WEALTH GROUP LLC
Jan 2019 – present
QUESTAR ASSET MANAGEMENT, INC.
Sep 2016 – Jan 2019
CHARLOTTE, NC
VISIONQUEST WEALTH MANAGEMENT, LLC
Jan 2011 – Jul 2016
RALEIGH, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 3, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CROWN WEALTH GROUP LLC
CRD 299732 · SEC 801-120589
AUM
$302M
Regulatory assets under management
Employees
10
920 client accounts
Services offered by CROWN WEALTH GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CROWN WEALTH GROUP LLC →
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05

Frequently Asked Questions

What services does Nicholas Martin Kolbenschlag offer?
Nicholas Martin Kolbenschlag specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Nicholas Martin Kolbenschlag's credentials?
Nicholas Martin Kolbenschlag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Martin Kolbenschlag located?
Nicholas Martin Kolbenschlag is based in CHARLOTTE, North Carolina, working with CROWN WEALTH GROUP LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Nicholas Martin Kolbenschlag charge for services?
Nicholas Martin Kolbenschlag's firm is compensated through percentage of aum, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROWN WEALTH GROUP LLC?
CROWN WEALTH GROUP LLC has approximately 10 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CROWN WEALTH GROUP LLC

Steven Quinton Lindgren
CHARLOTTE, NC
Tyler Joseph Kolbenschlag
CHARLOTTE, NC

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Research
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