John E. Krehbiel
KREHBIEL FINANCIAL LLC | Founder, Krehbiel Financial LLC
Satellite Beach, FL 32937
CRD#: 6924869
Professional summary
John Edward Krehbiel, CFP® is a registered financial advisor currently at KREHBIEL FINANCIAL LLC located in Satellite Beach, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 1 firm and has passed the Series 65 exam.
Biography
Krehbiel Financial provides personal financial planning services to individuals, couples, and tech professionals primarily in the Melbourne, FL area and neighboring communities. The company specializes in general financial advice, retirement and education planning, and investment, portfolio, and cash flow management. It also offers debt management, tax minimization, and income tax preparation.
I founded Krehbiel Financial after 15 years in marketing and engineering management at Harris and Intersil, and 11 years teaching physics at West Shore Jr./Sr. High School in Melbourne, FL. Throughout my career, problem-solving, interpersonal skills, and teaching have been keys to my success in working with people.
I have an engineering degree from Caltech and a masters in management from M.I.T. I am a CERTIFIED FINANCIAL PLANNER™ professional and a member of NAPFA (National Association of Personal Financial Advisors) and the XY Planning Network.
When I'm not helping people accomplish their goals with their money, I enjoy road biking, bike tourism, traveling, meals with friends, and being a member of Trinity Wellsprings Church in Satellite Beach, FL
Question & Answer
What are your service offerings?
Financial Planning,
Investment Management,
Tax Planning,
Tax Preparation,
Retirement Planning,
Estate Planning,
Financial Coaching
Do you have an area of expertise or specialization?
Cash Flow Analysis,
Budgeting,
Executive Compensation (ISO, R...
Investment Management,
Retirement Planning,
Tax Planning and Preparation
How do you get paid?
Fee-Only,
Fixed Fee
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Krehbiel'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: 2021
Experience
Current
May 10, 2018 - Present
KREHBIEL FINANCIAL LLC
Office #1: 476 Highway A1a Suite 8a, Satellite Beach, FL 32937RIA
CRD#: 293931
Satellite Beach, FL
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
Florida(5/10/2018)
IAR
Texas(5/29/2019)
Current Firm
KREHBIEL FINANCIAL LLC
KREHBIEL FINANCIAL LLC
CRD#: 293931 / SEC#:
Florida
Registered Investment Advisory firm - (5/10/2018 Approved)Texas
Registered Investment Advisory firm - (5/21/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
476 Highway A1a Suite 8a, Satellite Beach, FL 32937
Mailing Address
Phone number
(321) 222-0890
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 45,292,951 |
Red Flags
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Company Information
KREHBIEL FINANCIAL LLC
Founder, Krehbiel Financial LLCCRD#: 293931Satellite Beach, FL 32937TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
