Zachary
Tobey

Kingdom Financial Group, LLC

CRD#7505132
Investment Advisor
in Peoria, AZ

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About this Advisor

Zachary Tobey is a financial advisor based in Peoria, Arizona, working with Kingdom Financial Group, LLC. Zachary has previously held positions at Kingdom Financial Group LLC, Fullerton Financial Planning, Legend At Arrowhead Golf Course, Arcis Golf, Dutch Bros, and Windsor. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, and Texas. Currently, Zachary is part of Kingdom Financial Group, LLC, which operates out of Peoria, Arizona. The firm has 1 office and 40 employees. The firm manages assets totaling $264.2 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Kingdom Financial Group, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

14155 N. 83 Ave #144
Peoria, AZ 85381

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Kingdom Financial Group, LLC Brokerage Details

Total Assets Under Management

$264,244,259

AZ Average: $1,555,372,352
Total Number of Employees

40

AZ Average: 37
Total Number of Accounts

2,631

AZ Average: 1,370
Average Account Size

$100,435

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Zachary Tobey Work History

2022 - Present (2 years)

Kingdom Financial Group LLC

2019 - Present (5 years)

Fullerton Financial Planning

2018 - 2019 (1 year)

Legend At Arrowhead Golf Course

2018 - 2018 (< 1 year)

Arcis Golf

2017 - 2018 (1 year)

Dutch Bros

2014 - 2017 (3 years)

Windsor

Disclosures

Please visit the SEC profile of Zachary Tobey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kingdom Financial Group, LLC

Vincente Guarino
Peoria, AZ
Leslie Winchester
Peoria, AZ
Jaron Turley
Peoria, AZ
Noah Collum
Peoria, AZ
Tyler Price
Peoria, AZ
Zachary Tobey
Peoria, AZ
Dallas Fox
Peoria, AZ
Romney Harker
Peoria, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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