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Zachary Ryan Tobey

Kingdom Financial Group, LLC

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About Zachary Ryan Tobey

Zachary Ryan Tobey is an investment advisor representative at Kingdom Financial Group, LLC. Zachary has been in the industry for 10 years and has a Series 65 license. Zachary specializes in providing financial planning, portfolio management for individuals, and educational seminars. Zachary is registered with the states of Arizona, California, and Texas.

Firm Information

Zachary Tobey is currently registered with Kingdom Financial Group, LLC. Kingdom Financial Group, LLC is an investment advisory firm based in Peoria, Arizona. The firm, also known as Fullerton Financial Planning, provides financial planning and portfolio management for individuals, families, and businesses. They also offer educational seminars and publish periodicals on financial topics. The firm manages over $294 million in assets for over 2,700 clients. They have 17 licensed agents and 8 investment advisor representatives. Their services are available through a wrap fee program.
Kingdom Financial Group, LLC

14155 N. 83 AVE #144

PEORIA, AZ 85381

$294.98M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Tobey’s Registration & Firm History

AZ

02/10/2022 - Present

Kingdom Financial Group, LLC (PEORIA AZ)

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Licenses & Designations

IA

Issued 10/27/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Ryan Tobey.
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