Michelle R. Krebs
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michelle Ranae Krebs, who also goes by Michelle R Butler, Michelle R Krebs, was a registered financial professional .
Michelle is a previously registered financial professional and started their career in finance in 2007. Michelle had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 13, 2013 - May 12, 2015
PRUDENT STREET FINANCIAL ADVISORS, LLC
April 3, 2012 - May 13, 2015
TRIAD ADVISORS LLC
February 22, 2010 - April 4, 2012
KESTRA INVESTMENT SERVICES, LLC
May 9, 2007 - February 25, 2010
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PRUDENT STREET FINANCIAL ADVISORS, LLC
CRD#: 160436 / SEC#: 801-74401
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 458 |
| AUM (Assets Under Management) | $ 302,688,813 |
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.
