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JK

John H. Krehbiel

PALOUSE CAPITAL MANAGEMENT
Spokane Valley, WA
Some features on this profile are disabled
CRD#: 275298
JK

Professional summary


John Harold Krehbiel is a registered financial advisor currently at PALOUSE CAPITAL MANAGEMENT, INC. located in Spokane Valley, Washington.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 2 firms and has passed the Series 65, Series 3 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) - RIA


Click below to view John Harold Krehbiel'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

July 15, 2024 - Present

PALOUSE CAPITAL MANAGEMENT, INC.

RIA
CRD#: 104573
Spokane Valley, WA
Past

October 21, 1993 - December 31, 2024

INTERFUND MANAGEMENT SERVICES, INC.

RIA
CRD#: 116103
WENATCHEE, WA

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".
PC
PALOUSE CAPITAL MANAGEMENT, INC.
KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA
Registered Investment Advisory firm - (6/30/1994 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.

Highlighted states indicate IAR registrations

IAR
Texas
(4/1/2025)
IAR
Washington
(7/15/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/15/1993
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 2/25/1992
National Commodity Futures Examination
Principal/Supervisory Exam

Current Firm


PC
PALOUSE CAPITAL MANAGEMENT, INC.
KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA
Registered Investment Advisory firm - (6/30/1994 Approved)
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Contact information


Main Address
1212 N Washington Street Suite 300, Spokane, WA 99201
Mailing Address
Phone number
(509) 624-5591
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (15 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCM ADV 2A-KREHBIEL (3/31/2025)

Regulatory assets under management


Total Number of Accounts892
AUM (Assets Under Management)$ 326,533,888

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


PALOUSE CAPITAL MANAGEMENT, INC.

CRD#: 104573Spokane Valley, WA

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