Tyler Joseph Kolbenschlag

Current Employers

Employment History

• 09/2016 → 01/2019
  Questar Asset Management
  Minneapolis, MN
• 09/2016 → 01/2019
  Gcg Wealth Management
  Charlotte, NC
• 04/2018 → Present
  Crown Wealth Group
  Charlotte, NC

Previous Registrations

• 2016-09-15 → 2019-01-11
  Questar Asset Management, Inc.
  Charlotte, NC
  Minneapolis, MN
  Charlotte, NC
• 2015-01-15 → 2016-07-13
  Visionquest Wealth Management, Llc
  Raleigh, NC

Other Businesses

1. Licensed insurance agent. CHARLOTTE, NC 28280 2. BERKSHIRE HATHAWAY HOMESERVICES CAROLINAS REALTY. POSITION: Real Estate Broker. NATURE: Representing clients in real estate purchases and sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 05/15/2018 ADDRESS: 6801 Morrison Blvd, Suite 101, Charlotte NC 28211, United States DESCRIPTION: Acting as a buyers agent and and/or a listing agent. 3. Greater Carolinas Chapter Board of Trustees Member; NMMS; Investment Related: No; Location: 3101 Industrial Drive, Suite 210, Raleigh, NC 27609; Description of the business: We help by raising funds for cutting-edge research, driving change through advocacy, facilitating professional education and providing programs and services that empower people with MS; Responsibilities Duties: The Board of Trustees is an elected group of volunteers responsible for ensuring the Society achieves its mission and fulfills its strategic plan by engaging the community, building MS awareness, expanding financial resources, and bring others into the MS movement.; Start date with business: 2020-10-22; Hours devoted to business outside trading hours: 5. 4. 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; 5. 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. 6. Crown Realty Group LLC; Investment related: No; 2108 South Boulevard, Suite 300 Charlotte NC 28203 United States; Tyler is a licensed real estate agent. He helps people buy and sell their real estate, including our clients. He owns 100% of Crown Realty Group LLC which is licensed with the NC Real Estate Commission. All of the commissions he receives for the real estate activities will be paid into the LLC. At times, Tyler assists Crown Wealth Group clients with buying and selling their real estate.; 2023-06-01; Hours per month devoted to business during trading hours: 1; 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
  2015-01-15