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RK

Robert J. Krebs

CETERA WEALTH SERVICES
ST CLOUD, MN 56301
Some features on this profile are disabled
CRD#: 1948852
RK

Professional summary


Robert John Krebs, who also goes by Bob Krebs, is a registered financial professional currently at CETERA WEALTH SERVICES, LLC located in St Cloud, Minnesota and CETERA ADVISORS LLC located in St Cloud, Minnesota.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1989. Robert has worked at 11 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 55, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Krebs

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Robert John Krebs's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 16, 2012 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 400 1st St S Ste 300, St Cloud, MN 56301Office #2: 400 1st St S Ste 300, St Cloud, MN 56301
BD
CRD#: 13572
ST CLOUD, MN
Current

December 19, 2012 - Present

CETERA ADVISORS LLC

Office #1: 400 1st St S Ste 300, St Cloud, MN 56301
BD
CRD#: 10299
St Cloud, MN
Current

February 11, 2013 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 400 1st St S Ste 300, St Cloud, MN 56301
BD
CRD#: 15340
St Cloud, MN
Current

January 2, 2014 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 400 1st St S Ste 300, St Cloud, MN 56301
BD
CRD#: 10358
St Cloud, MN
Past

March 14, 2025 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
ST CLOUD, MN
Past

November 13, 2015 - November 8, 2016

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
ST. CLOUD, MN
Past

October 25, 2011 - October 3, 2012

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

September 23, 2011 - October 21, 2011

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

September 9, 1998 - June 26, 2007

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

BD
CRD#: 26506
MINNEAPOLIS, MN
Past

October 1, 1997 - November 2, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 1, 1997 - November 2, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

August 22, 1989 - January 13, 1994

BILLINGS EQUITIES, INC.

BD
CRD#: 7932
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/9/1998
Limited Representative-Equity Trader Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/17/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CF
CETERA FINANCIAL SPECIALISTS LLC
CETERA FINANCIAL BROKERAGE SERVICES | TERRA SECURITIES CORPORATION | GENWORTH FINANCIAL SECURITIES CORPORATION | GENWORTH FINANCIAL BROKERAGE SERVICES | CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358 / SEC#: , 8-27082

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1450 American Lane 6th Floor, Suite #650, Schaumburg, IL 60173
Mailing Address
1450 American Lane 6th Floor, Suite #650, Schaumburg, IL 60173
Phone number
(888) 528-2987
Established
Delaware since 10/31/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CETERA FINANCIAL GROUP, INC.SOLE MEMBER
BANKS, ELAYNE CAMILLEVICE PRESIDENT3070202
BUCHHEISTER, JEFFREY ROBERTCHIEF FINANCIAL OFFICER4709900
BUDEVICH, SERGEVICE PRESIDENT AND TAX OFFICER7996345
BURKOTT, DANIEL PAULCHIEF COMPLIANCE OFFICER4710068
DOWELL, RODNEY CAMMERONPRINCIPAL FINANCIAL OFFICER AND VICE PRESIDENT7376607
FRIES, MATTHEW NEIL KALANIVICE PRESIDENT2723824
GOK, LISA ANNESECRETARY5059738
HOLWEGER, KIMBERLEYCHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER1572778
KIRCHER, NICHOLE MARIEVICE PRESIDENT2876887
KRUEGER, RONALD GEORGEMANAGER, CHIEF EXECUTIVE OFFICER AND PRESIDENT2651416
LEE, WINNIE AI-LINGASSISTANT SECRETARY7381661
MACKAY, TODD CHRISTOPHERMANAGER2799860
MIZUGUCHI, MAURACHIEF ACCOUNTING OFFICER AND TREASURER5769181
NEARY, JOSEPH DANIELMANAGER AND VICE PRESIDENT2993505
RAMOS, RAMONMONEY LAUNDERING REPORTING OFFICER2160203
ROTHENBERG, JON HOWARDVICE PRESIDENT2737327
SMILEY, STANLEY ROBERTVICE PRESIDENT3004604
STINSON, TIMOTHY EARL MCCOYVICE PRESIDENT2272183
VAN HAVERMAAT, DAVID JAMESASSISTANT SECRETARY7042846

Disclosures


Regulatory Event11
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358St Cloud, MN 56301

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