Zachary
Tobey
Kingdom Financial Group, LLC
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About this Advisor
Zachary Tobey is a financial advisor working in Peoria, Arizona with 1 year of industry experience. Tobey is an advisor for Kingdom Financial Group, LLC. Their career trajectory has included roles at Kingdom Financial Group LLC, Fullerton Financial Planning, Legend At Arrowhead Golf Course, Arcis Golf, Dutch Bros, Windsor and Booster. Tobey holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Arizona, California and Texas. Kingdom Financial Group, LLC is a registered investment business operating out of Peoria, AZ. The company has a total of 26 people on staff. It oversees $220 million in total assets between its 2,456 client accounts, placing it among the mid-sized firms in the United States by assets under management. Kingdom Financial Group, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial advisory fee schedules vary depending on which service is provided. Fees charged by Kingdom Financial Group, LLC can include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingdom Financial Group, LLC Brokerage Details
$219,768,440
26
2,456
$89,482
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
Zachary has been registered as a financial advisor for 1 years.*
Kingdom Financial Group LLC
Fullerton Financial Planning
Legend At Arrowhead Golf Course
Arcis Golf
Dutch Bros
Windsor
Booster
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Tempe, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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