Zachary
O'Brien
Crown Wealth Group LLC
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About this Advisor
Zachary O'Brien is a certified financial planner working in Advance, North Carolina with a total of 3 years of industry experience. O'Brien is an employee of Crown Wealth Group LLC. Their career trajectory has included roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans and Crown Wealth Group LLC. O'Brien maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina and Texas. Crown Wealth Group LLC is a financial advisory business that has its headquarters in Charlotte, NC. The investment advisory business has offices in three locations and a total of nine employees. It manages $204 million in assets under management among its 789 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 789 customer accounts, 47% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules usually are based on which services are provided. Fees billed by Crown Wealth Group LLC likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crown Wealth Group LLC Brokerage Details
$203,662,600
9
789
$258,128
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Zachary O'Brien Work History
Zachary has been registered as a financial advisor for 3 years.*
Crown Wealth Group LLC
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*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 O'Brien 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 Crown Wealth Group LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Advance, NC
Charlotte, NC
Charlotte, NC
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
