Elizabeth Mcdonald Krebs

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2008 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2013 → Present
  Krebs Financial Management
  Chicago, IL

Other Businesses

1) HEALTH INSURANCE SALES WITH APPROVED COMPANIES SINCE 05/24/2013; 2) KREBS FINANCIAL MANAGEMENT - DBA NAME FOR INVESTMENT PRACTICE - INV RELATED; CHICAGO, IL; FINANCIAL SERVICES; OWNER; SINCE 05/24/2013; 140 HRS/MONTH, 140 HRS/MONTH DURING SECURITIES TRADING HOURS: 3) NAME OF OTHER BUSINESS: SCHOLARSHIP FOR ILLINOIS RESIDENTS INC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: SCHOLARSHIP ORGANIZATION ; START DATE: 03/2019 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 15/ YEAR APX NUMBER OF HOURS DURING TRADING HOURS: 15/ YEAR BRIEF DESCRIPTION OF DUTIES: ATTEND VIRTUAL MEETINGS AND DISCUSS REBALANCING THE PORTFOLIO AND COMMUNICATING TO THE REST OF THE BOARD 4) NAME OF OTHER BUSINESS: GREATER RAVENSWOOD CHAMBER OF COMMERCE ; INVESTMENT RELATED: NO ADDRESS: 1770 W. BERTEAU AVE CHICAGO, IL 60613 ; NATURE OF BUSINESS: LOCAL CHAMBER OF COMMERCE ; START DATE: 01/2019 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: LEAD QUARTERLY BOARD MEETING, OVERSEE THE EXECUTIVE DIRECTION AND ATTEND EVENTS 5) NAME OF OTHER BUSINESS: KREBS FINANCIAL MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OFFICE RENTAL; START DATE: 3/2019; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: OFFICE SPACE RENTAL BY ANDI MINTS; 6) NAME OF OTHER BUSINESS: MY BLOCK MY HOOD MY CITY; INVESTMENT RELATED: NO; ADDRESS: 47 W POLK STE 100-260 CHICAGO, IL 60605; NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1-2; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2; BRIEF DESCRIPTION OF DUTIES: ATTEND QUARTERLY MEETINGS, PARTICIPATE IN FUNDRAISERS, VOLUNTEER TIME;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-03-29

Designations

• Certified Financial Planner

Other Names

• Elizabeth Helen Mcdonald
• Liz Mcdonald
• Elizabeth H Mcdonald
• Elizabeth Helen Krebs