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Justin K

Series 65, Series 63

Matthews, NC

AE Wealth Management, LLC

Justin Krebs is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked in investment-related roles at AE Wealth Management since 2020 and owns Proactive Total Wealth, a business involved in insurance sales and services since 2007. Krebs also partners with a network of CPAs to provide tax advice and services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm emphasizes discretionary model portfolios and integrates multiple investment strategies while managing approximately $49.8 billion for over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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