Zachary Tobey (CRD# 7505132) is an Investment Advisor Representative working at Kingdom Financial Group, LLC in Peoria, AZ and has over 2 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingdom Financial Group LLC | Peoria, AZ | Feb 2022 - Current | 2 |
| Fullerton Financial Planning | Peoria, AZ | Jul 2019 - Current | 4 |
| Legend At Arrowhead Golf Course | Glendale, AZ | Oct 2018 - Jul 2019 | < 1 |
| Arcis Golf | Glendale, AZ | Jan 2018 - Oct 2018 | < 1 |
| Dutch Bros | Peoria, AZ | Oct 2017 - Oct 2018 | 1 |
| Windsor | Phoenix, AZ | May 2014 - Oct 2017 | 3 |
| Booster | Phoenix, AZ | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- AZ
- CA
- TX
-
Total Assets Under Management264MILLIONS
-
Total Number of Accounts2,631ACCOUNTS
-
Average Account Value$100,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AZ, CA, CO, ID, LA, MN, NH, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.