William Lester Krebs

Current Employers

Employment History

• 11/1997 → Present
  Krebs-Stoudt Annuity & Insurance Agency Inc
  Santa Barbara, CA
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-10-29 → 2008-08-13
  Pension Planners Securities, Inc.
  Carmichael, CA
  Santa Barbara, CA
• 2001-07-31 → 2002-11-22
  Planmember Securities Corporation
  Santa Barbara, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED OFFICE, NATURE OF BUSINESS: FIXED INSURANCE - LIFE, HEALTH, DISABILITY, ANNUITIES AND LTC, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, START DATE: 2008, APPROX NUMBER OF HOURS PER WEEK: 40, BRIEF DESCRIPTION OF DUTIES: SALES AND SERVICE; 2. NAME OF OTHER BUSINESS: SANTA BARBARA COASTAL ADVISORS INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED OFFICE, NATURE OF BUSINESS: DBA FOR FINANCIAL AND ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER AND INVESTMENT ADVISOR REPRESENTATIVE, START DATE: 08/2012, APPROX NUMBER OF HOURS PER WEEK: 40, BRIEF DESCRIPTION OF DUTIES: FINANCIAL AND ADVISORY SERVICES 3. NAME OF OTHER BUSINESS: DBA KREBS-STOUDT INSURANCE AND ANNUITIES INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LIFE/LTC POLICIES START DATE: 1983 POSITION/TITLE/RELATIONSHIP: SALES AGENT APX NUMBER OF HOURS PER WEEK: 10 BRIEF DESCRIPTION OF DUTIES: REVIEW AND RECOMMENDATION OF LIFE & LTC POLICIES. 4. NAME OF OTHER BUSINESS: SEA WINGS LIMITED; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: CATAMARAN CHARTER; START DATE: 04/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: CHARTERED FAMILIES ON CATAMARAN DURING VACATION TRIPS; 5. NAME OF OTHER BUSINESS: SEA WINGS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: CATAMARAN OWNERSHIP; START DATE: 07/2018; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: OWNER OF CATAMARAN; 6. NAME OF OTHER BUSINESS: COWABONGA INVESTMENTS, LLC; INVESTMENT RELATED: NO; ADDRESS: 3660 MARLBOROUGH AVE SAN DIEGO CA 92105; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: MEMBER/PROPERTY MANAGER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: OWNING AND MANAGING REAL PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-14
• S63 Uniform Securities Agent State Law Examination
  1994-03-18

Other Names

• Bill Krebs