About Cetera and Krebs Financial
Our independent business model allows us to prioritize your needs in all investment strategies and business decisions. At our local branch office, we provide additional resources including support staff, scheduling assistance, and advanced technology tools. Our dedicated team, together with our home office staff, is committed to helping you achieve your financial goals. We believe it's essential for you to understand more about these organizations and why we've chosen to partner with them.
Our Most Important Connection: With You
At Krebs Financial, you’re never alone. Our unique client experience is built on layers of support from our dedicated team, the Cetera home office, and our trusted partners. This collaboration allows us to provide top-notch service and personalized, holistic wealth management tailored to your needs.
What truly sets us apart is our focus on the emotional aspects of financial planning. As an all-women team, we understand that finances are deeply personal and often come with complex feelings. We’re here to help you navigate both the technical and emotional sides of your financial journey, offering compassionate guidance every step of the way. With our combined expertise and heartfelt approach, we strive to create a truly supportive and enriching experience for every client.
Our Office
Krebs Financial is right in the heart of Ravenswood, Chicago. Our office is a welcoming space where you can meet with us and take advantage of our amenities, including office and meeting spaces. Our friendly team is here to support the day-to-day practice and is always ready to help. Whether it's answering your questions, assisting with paperwork, scheduling appointments, or solving technical issues, we're here for you. We work together to give you the best experience possible, whether we connect in person or virtually.
Our Broker-Dealer: Cetera Financial Specialists
We proudly affiliate with Cetera Financial Specialists LLC, member FINRA/SIPC. Cetera, like all broker-dealers, undergoes regular audits and meets strict net capital requirements to ensure it can meet its obligations to investors like you. While our team members will be in regular contact with you, we also have the support of our home office staff to ensure everything runs smoothly.
Cetera Financial Specialists enlists custodian banks to act as a third party to safeguard securities, arrange settlements and process transactions. 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.
Our Broker-Dealer Partners
As part of the Cetera family, we offer a wide range of solutions to help you find the products and services that fit your unique goals. Our affiliation allows us the freedom to recommend the best financial solutions for you, without being tied to sales quotas or proprietary products. For investments, we work with top-tier managers like American Funds, Meeder, Vanguard, and BlackRock, as well as many other well-known and boutique options.
We also partner with Ash Brokerage to leverage relationships with insurance carriers, helping you with life, annuity, disability, and long-term care products. We're here to find the right investment solutions that meet you where you are and help you get where you want to go.
Our Parent Company: Cetera Financial Group
Cetera Financial Specialists is part of Cetera Financial Group, an industry-leading network of independently managed broker-dealers. Cetera’s broker-dealers provide award-winning advisory products and solutions, along with advanced trading and technology platforms to our team and other financial professionals across all 50 states. We’re confident that their tools, technology, and support help us serve you better. All Cetera firms are members FINRA/SIPC.