Justin Michael Krebs

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2007 → Present
  Proactive Total Wealth
  Matthews, NC
• 12/2021 → 08/2023
  The Proactive Investor
  Matthews, NC
• 12/2023 → Present
  Taxes
  Glenburn, ME

Other Businesses

1. Proactive Total Wealth; Investment Related; 325 Matthews Mint Hill Rd, Ste 112, Matthews, NC 28105; Insurance Sales; POSITION Owner; Start Date 09/2007; Hours varies per month; Hours during trading varies; Insurance Sales and Services. 2. Taxes; Not Investment Related; 15 Phillips Rd, Suite B, Glenburn ME 04401; Tax Advice and Services; No Role; Start Date: 12/2023; 1 Hour per Month; 1 Hour during Trading Hours; Partnered with a Network of CPAs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-27
• S63 Uniform Securities Agent State Law Examination
  2020-06-01