In tandem with all financial advisors, there are several parties that support financial guidance, investments and insurance solutions. At KFM, we rely on best-in-class strategic partners for broker dealer service, custodianship and insurance solutions.
Krebs Financial Management, LLC can successfully serve our clients in the complex arena of investment and financial planning by partnering with a premier broker dealer, Cetera Financial Specialists, LLC. for advisory products and solutions. Cetera Financial Specialists is part of a family of independently managed firms of Cetera Financial Group. For the past 30 years, Cetera’s family of companies has grown to manage over $110 billion in client assets.
Our broker dealer, Cetera Financial Specialists LLC, is responsible for executing trades on your behalf. Like all broker dealers, Cetera must undergo regular auditing and is required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.
Cetera’s support reaches beyond the role of trade executor. Our affiliation means we are not held to a sales quota or restricted to selling proprietary products. Krebs Financial Management, LLC has the independence to recommend financial solutions that best suit your needs. We have access to best in class investment managers, including American Funds, Vanguard and BlackRock.
The role of the custodian bank is to act as a third party to safeguard securities, arrange settlement and process transactions of securities. KFM is proud to partner with Charles Schwab and Pershing/BNY Mellon, two of the five largest custodian banks in the world, for custodian bank services.
KFM partners with Ash Brokerage, a brokerage general agent (BGA), to leverage relationships with insurance carriers in evaluating, placing and servicing life, annuity, disability and long-term care products. Ash Brokerage is a national broker representing more than 80 insurance carriers, which allows us to provide customized insurance solutions that best fits your needs.