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Joseph Paul Krebs

Investment adviser representative at Tfo Wealth Partners
12 yearsExperience
1 stateRegistered in
$5.7BFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Tfo Wealth PartnersJun 2025 to now
  2. Cedarcreek ChurchOct 2021 to May 2025
  3. Rock ChurchMar 2017 to Jul 2021
  4. North Star Community ChurchAug 2014 to Mar 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (OH).

Tfo Wealth Partners

Legal name: Tfo Wealth Partners, LLC

$5.7BAssets managed
1,986Clients
34Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8148176
Firm CRD
124407
Advisor's SEC record (opens in a new tab)
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