Karl E. Krehbiel

KREHBIEL FINANCIAL LLC

Satellite Beach, FL 32937

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CRD#: 7562564

Professional summary

Karl Edward Krehbiel is a registered financial advisor currently at KREHBIEL FINANCIAL LLC located in Satellite Beach, Florida.

Karl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Karl has worked at 1 firm and has passed the Series 65 exam.

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.

Waymo LLC, 680 E. Middlefield Rd., Mountain View, CA 94043 Autonomous Driving Company Full-time Data Scientist, since September 2022

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karl 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®

None

Experience

Current

June 2, 2022 - Present

KREHBIEL FINANCIAL LLC

Office #1: 476 Highway A1a Suite 8a, Satellite Beach, FL 32937

RIA

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
(6/2/2022)

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: 5/16/2022

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 45,292,951

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.

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Karl E. Krehbiel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karl Edward Krehbiel's CRS (Customer Relationship Summary).

Certified licenses

Experience

KREHBIEL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2022

Current Firm

KREHBIEL FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KREHBIEL FINANCIAL LLC

TRUST BUT VERIFY

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