James Krebec

Employer firm

Cic Investment Consultants, LLC CRD 125459

$51.9M regulatory AUM 41 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Cic Investment Consultants, Llc

2 Caddo Crossing Drive, Ste. F, Glenwood, AR 71943 • United States

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2014-09-22
TX	RA	APPROVED	2009-01-05
FL	RA	APPROVED	2006-03-29
IL	RA	APPROVED	2003-05-23

AR RA
APPROVED

Since 2014-09-22
TX RA
APPROVED

Since 2009-01-05
FL RA
APPROVED

Since 2006-03-29
IL RA
APPROVED

Since 2003-05-23

Branch Locations

7420 S. County Line Road, Ste. 1, Burr Ridge, IL 60527 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cic Investment Consultants, Llc	Hinsdale	IL	05/2003	Present

05/2003 → Present

Cic Investment Consultants, Llc

Hinsdale, IL

Previous Registrations

1997-12-28 → 2003-06-12

Citigroup Global Markets Inc.

Oakbrook Terrace, IL

Other Businesses

CIC Investment Consultants, LLC 2 Caddo Crossing Drive Glenwood, AR 71943 In addition to Investment Advisor business, the advisor holds an AR Insurance License no meaningful time per month is/has been spent in the insurance business

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-08-11
S63	Uniform Securities Agent State Law Examination	1986-06-10

S65 Uniform Investment Adviser Law Examination

1995-08-11
S63 Uniform Securities Agent State Law Examination

1986-06-10

Designations

Certified Financial Planner

Other Names

James J. Krebec

View on SEC IAPD