Jason Priebe, financial advisor Maple Grove MN
92 score

Jason Priebe

CRD Number: 6265121
Current Firm: Waddell & Reed

Jason Priebe (CRD# 6265121) is an Investment Advisor Representative working at Waddell & Reed in Maple Grove, MN and has over 2 years of experience in the finance industry. Jason Priebe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Timothy Brown, financial advisor Maple Grove MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Score
103
Similar Advisors
Phillip Christenson, financial advisor Maple Grove MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Score
103
Similar Advisors
Eric Hutchens, financial advisor Maple Grove MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
Professional Designations
Company Name Location Dates Years
The Priebe Wealth Management Group (dba) Maple Grove, MN Jun 2016 - Current < 1
Priebe Law Pllc Maple Grove, MN Dec 2015 - Current 1
The Priebe Group LLC Rogers, MN Apr 2015 - Current 1
Towne Lakes Community Association Rogers, MN Nov 2014 - Current 2
Towne Lake Traditional Homes Homeowners Association Rogers, MN Nov 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Albertville, MN Feb 2014 - Current 2
Waddell & Reed, Inc. Maple Grove, MN Nov 2013 - Current 3
Rodney Priebe Plymouth, MN Oct 2013 - Mar 2014 < 1
See's Candies Inc. San Francisco, CA Nov 2005 - Dec 2013 8
Unemployed Rogers, MN Jan 2013 - Oct 2013 < 1
Thompson Hall Sanit Cerny & Dooley Minneapolis, MN Aug 2012 - Dec 2012 < 1
Unemployed Rogers, MN Sep 2011 - Jul 2012 < 1
Rodney Priebe Plymouth, MN Jul 2011 - Sep 2011 < 1
Unemployed Rogers, MN Mar 2010 - Jun 2011 1
Cabela's Retailer East Grand Forks, MN Sep 2009 - Feb 2010 < 1
White House Office Of Presidential Correspondence Washington, DC Jun 2009 - Aug 2009 < 1
Unemployed Rogers, MN Feb 2009 - May 2009 < 1
Cabela's Retailer East Grand Forks, MN Sep 2008 - Jan 2009 < 1
Countryside Mowing Rogers, MN Apr 2006 - Oct 2008 2
Golden Acres Golf Course, Inc. Rogers, MN Jun 2003 - Sep 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Jason M. Priebe
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • FL
  • ID
  • IL
  • IA
  • MI
  • MN
  • MO
  • OH
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jason Priebe and other advisors.
BADGES
92
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.