Nicholas Martin Kolbenschlag

Employer firm

Crown Wealth Group LLC CRD 299732

$502M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ON-GOING FINANCIAL PLANNING/ PERSONAL CFO SERVICES/ESTATE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 01/2019
  Questar Asset Management
  Minneapolis, MN
• 01/2019 → Present
  Crown Wealth Group Llc
  Charlotte, NC
• 09/2016 → 01/2019
  Gcg Wealth Management
  Charlotte, NC

Previous Registrations

• 2016-09-15 → 2019-01-11
  Questar Asset Management, Inc.
  Charlotte, NC
  Minneapolis, MN
  Charlotte, NC
• 2011-01-03 → 2016-07-13
  Visionquest Wealth Management, Llc
  Raleigh, NC
  Raleigh, NC

Other Businesses

Licensed insurance agent; Property & Casualty insurance lines agent; Investment related: Yes; 2108 South Boulevard Charlotte NC 28203 United States; Duties: We refer our clients to independent property & casualty insurance agencies to determine if better coverage and/or better pricing can be obtained. If the client places their policy with the new agency, that agency may pay me a referral fee.; 2022-03-14; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; Manager; Residential Rental Management; investment related: Yes; Location: 2108 South Boulevard, Suite 300 Charlotte NC 28203 United States; Description of the business: Management of residential rental property that I own; Responsibilities Duties: Management of residential rental property that I own; Start date with business: 2022-05-31; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; Member/Manager; Kolby Brother Ventures LLC; investment related: Yes; Location: 2108 South Boulevard, Suite 300 Charlotte NC 28203 United States; Description of the business: Provides consulting to RIAs and IARs on the implementation and delivery of the Personal CFO financial planning process and solution; Responsibilities Duties: Provides consulting to RIAs and IARs on the implementation and delivery of the Personal CFO financial planning process and solution; Start date with business: 2022-05-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 10; Managing Director; ACM-KBV, LLC DBA Evolv Family Wealth; Investment Related: Yes; 19520 West Catawba Avenue, Suite 112 Cornelius NC 28031 USA; Description of the business: Evolv Family Wealth is a DBA branch office of Alphastar Capital Management, an RIA. Evolv will recruit IARs to move their business to Evolv and teach them how to deliver a Personal CFO solution to their clients. The IARs of Evolv will be registered with and supervised by Alphastar.; Responsibilities Duties: Managers of the business responsible for recruiting IARs and educating them on the Personal CFO solution.; Start date with business: 2022-08-31; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 20. Advisor Technology Consultant; Investment related: No; 5630 Timber Lane Charlotte North Carolina 28270; Responsibilities Duties: I have been contacted by numerous research firms asking me to speak with their clients regarding my experience with advisor technology, specifically archiving solutions like Smarsh and MirrorWeb. For this I am paid an hourly consulting rate; Start date with business: 2023-10-31; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-22