AdvisorOS Directory
Claim Profile
Unclaimed Profile
TK

Tyler Joseph Kolbenschlag

CROWN WEALTH GROUP LLC·CHARLOTTE, North Carolina
Series 65Clean record11 years registeredCROWN WEALTH GROUP LLC
2108 SOUTH BOULEVARD, CHARLOTTE, NC 28203CRD# 6321347Firm CRD# 299732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tyler Joseph Kolbenschlag · CHARLOTTE, NC
Registration
CRD #6321347 · CROWN WEALTH GROUP LLC · 11 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 2015 – Jul 2016
RALEIGH, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 15, 2015
Years registered · 11
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 →
Introduction

Speak with Tyler

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Tyler is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Tyler Joseph Kolbenschlag offer?
Tyler Joseph Kolbenschlag specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Tyler Joseph Kolbenschlag's credentials?
Tyler Joseph Kolbenschlag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tyler Joseph Kolbenschlag located?
Tyler Joseph 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 Tyler Joseph Kolbenschlag charge for services?
Tyler Joseph 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CROWN WEALTH GROUP LLC

Steven Quinton Lindgren
CHARLOTTE, NC
Nicholas Martin Kolbenschlag
CHARLOTTE, NC

More Advisors in CHARLOTTE, North Carolina

David Alan Boyer
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC·CHARLOTTE, NC
Frank Staunton Harkins
WESTEND ADVISORS, LLC·CHARLOTTE, NC
James Andrew Bailey
CARITAS CAPITAL, LLC·CHARLOTTE, NC
Joshua T Reichard
REICHARD CAPITAL, LLC·CHARLOTTE, NC
Brian Christopher Hubbell
HUBBELL CONSULTING, LLC·CHARLOTTE, NC
Don Gus Stamas
DEFENDER CAPITAL LLC·CHARLOTTE, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)HUNTERSVILLE (13)
City Guides
RALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile