EK
Elizabeth M. Krebs
CETERA INVESTMENT ADVISERS LLC
CHICAGO, IL 60640
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CRD#: 2259056
EK
Professional summary
Elizabeth Mcdonald Krebs, CFP®, who also goes by Elizabeth Helen Krebs, Elizabeth H Mcdonald, Elizabeth Helen Mcdonald, Liz Mcdonald, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Chicago, Illinois and CETERA FINANCIAL SPECIALISTS LLC located in Chicago, Illinois.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Elizabeth has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Helen Krebs | Elizabeth H Mcdonald | Elizabeth Helen Mcdonald | Liz Mcdonald
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.
1) HEALTH INSURANCE SALES WITH APPROVED COMPANIES SINCE 05/24/2013; 2) KREBS FINANCIAL MANAGEMENT - DBA NAME FOR INVESTMENT PRACTICE - INV RELATED; CHICAGO, IL; FINANCIAL SERVICES; OWNER; SINCE 05/24/2013; 140 HRS/MONTH, 140 HRS/MONTH DURING SECURITIES TRADING HOURS: 3) NAME OF OTHER BUSINESS: SCHOLARSHIP FOR ILLINOIS RESIDENTS INC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: SCHOLARSHIP ORGANIZATION ; START DATE: 03/2019 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 15/ YEAR APX NUMBER OF HOURS DURING TRADING HOURS: 15/ YEAR BRIEF DESCRIPTION OF DUTIES: ATTEND VIRTUAL MEETINGS AND DISCUSS REBALANCING THE PORTFOLIO AND COMMUNICATING TO THE REST OF THE BOARD 4) NAME OF OTHER BUSINESS: GREATER RAVENSWOOD CHAMBER OF COMMERCE ; INVESTMENT RELATED: NO ADDRESS: 1770 W. BERTEAU AVE CHICAGO, IL 60613 ; NATURE OF BUSINESS: LOCAL CHAMBER OF COMMERCE ; START DATE: 01/2019 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: LEAD QUARTERLY BOARD MEETING, OVERSEE THE EXECUTIVE DIRECTION AND ATTEND EVENTS 5) NAME OF OTHER BUSINESS: KREBS FINANCIAL MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OFFICE RENTAL; START DATE: 3/2019; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: OFFICE SPACE RENTAL BY ANDI MINTS; 6) NAME OF OTHER BUSINESS: MY BLOCK MY HOOD MY CITY; INVESTMENT RELATED: NO; ADDRESS: 47 W POLK STE 100-260 CHICAGO, IL 60605; NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1-2; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2; BRIEF DESCRIPTION OF DUTIES: ATTEND QUARTERLY MEETINGS, PARTICIPATE IN FUNDRAISERS, VOLUNTEER TIME;
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Mcdonald Krebs's 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®
CFP®
Start date: 1999
Experience
Current
May 12, 2008 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4809 North Ravenswood Suite 417, Chicago, IL 60640RIA
CRD#: 105644
CHICAGO, IL
Current
October 24, 2005 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 4809 North Ravenswood Suite 417, Chicago, IL 60640BD
CRD#: 10358
Chicago, IL
Past
January 23, 2004 - October 24, 2005
C. J. M. PLANNING CORP.
BD
CRD#: 5698
POMPTON LAKES, NJ
Past
April 9, 2001 - August 21, 2002
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
November 12, 1999 - May 31, 2000
MANULIFE WOOD LOGAN, INC.
BD
CRD#: 19177
STAMFORD, CT
Past
February 1, 1995 - August 19, 1999
DWS DISTRIBUTORS, INC.
BD
CRD#: 37306
CHICAGO, IL
Past
March 4, 1993 - February 1, 1995
KEMPER FINANCIAL SERVICES, INC.
BD
CRD#: 798
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(3/25/2024)
RR
Arizona(1/3/2025)
RR
Arkansas(3/25/2024)
RR
California(10/24/2005)
RR
Colorado(9/7/2011)
RR
Connecticut(9/8/2025)
RR
District of Columbia(1/12/2022)
RR
Florida(1/26/2024)
RR
Georgia(9/2/2025)
RR
Illinois(10/24/2005)
IAR
Illinois(5/12/2008)
RR
Indiana(3/29/2021)
RR
Iowa(8/14/2023)
RR
Kansas(4/3/2024)
RR
Kentucky(11/29/2016)
RR
Louisiana(3/25/2024)
RR
Maine(3/2/2022)
RR
Maryland(9/15/2006)
RR
Michigan(9/7/2011)
RR
Minnesota(4/15/2024)
RR
Mississippi(10/16/2023)
RR
Missouri(1/2/2025)
RR
Montana(7/18/2023)
RR
New Jersey(12/1/2022)
RR
New Mexico(6/4/2024)
RR
New York(12/1/2022)
RR
North Carolina(9/19/2016)
RR
Ohio(3/20/2020)
RR
Oregon(3/29/2021)
RR
Rhode Island(8/31/2022)
RR
Tennessee(11/20/2024)
RR
Texas(9/22/2021)
IAR
Texas(9/22/2021)
RR
Utah(4/3/2024)
RR
Vermont(1/7/2009)
RR
Virginia(12/19/2019)
RR
Washington(10/24/2005)
RR
Wisconsin(7/16/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
