Ian J. Krekelberg

PURE FINANCIAL LLC

Mesa, AZ

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CRD#: 5928621

Professional summary

Ian Joseph Krekelberg, CFP® is a registered financial advisor currently at PURE FINANCIAL LLC located in Mesa, Arizona.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ian has worked at 3 firms and has passed the Series 65 and Series 63 exams.

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 Ian Joseph Krekelberg'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 10, 2022 - Present

PURE FINANCIAL LLC

RIA

CRD#: 322781

Mesa, AZ

Past

August 10, 2022 - December 31, 2022

PURE FINANCIAL LLC

RIA

CRD#: 322781

MESA, AZ

Past

January 8, 2020 - August 12, 2022

STERLING ADVISOR GROUP

RIA

CRD#: 147357

MESA, AZ

Past

June 10, 2011 - January 10, 2020

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

SCOTTSDALE, AZ

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

Arizona
(8/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/9/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/11/2011

Uniform Securities Agent State Law Examination

Current Firm

PURE FINANCIAL LLC

CRD#: 322781 / SEC#:

Arizona

Registered Investment Advisory firm - (8/10/2022 Approved)

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Contact information

Main Address

Mesa, AZ

Mailing Address

Phone number

(602) 291-2373

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Ian J. Krekelberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Joseph Krekelberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURE FINANCIAL LLC

PURE FINANCIAL LLC

STERLING ADVISOR GROUP

EDELMAN FINANCIAL ENGINES

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2011

Series 63

Date: 1/11/2011

Current Firm

PURE FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

PURE FINANCIAL LLC

TRUST BUT VERIFY

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