Zachary Overweg
Zachary Overweg is a registered investment advisor at Kingdom Financial Group, LLC, based in Scottsdale, AZ, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,549 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingdom Financial Group does not directly manage investments for individual clients. Instead, they refer clients to third-party money managers. The fees for these managers vary depending on the advisor selected, the amount of assets managed, and the number of accounts. Kingdom Financial Group receives a portion of the fee charged by the third-party manager as a referral fee.
Location
18655 N Claret Dr, Unit 105, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kingdom Financial Group, LLC
Previous Registrations
Nicholas Wealth Management
World Equity Group, INC.Broker
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.