Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Scott O'Brien is a financial advisor with Crown Wealth Group LLC. Zachary has been in the industry since 2009, working previously with Thrivent Investment Management Inc. Zachary is a Certified Financial Planner and holds Series 66, Series 7, and SIE licenses. Zachary specializes in retirement planning, education planning, and investment management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
On-going financial planning/ personal cfo services/estate planning
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers
1
2
NC
12/08/2022 - Present
Crown Wealth Group LLC (Advance NC)
NC
09/03/2009 - 02/26/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Advance NC)
BOTH
Issued 11/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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