Michael Challe (CRD# 6666557) is an Investment Advisor Representative working at Magnetic North Advisors in Maple Grove, MN and has over 6 years of experience in the finance industry. Michael Challe 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Priebe Wealth Holdings, Llc Dba Magnetic North Advisors | Maple Grove, MN | Mar 2021 - Current | 3 |
| Lpl Financial, LLC | Maple Grove, WI | Mar 2021 - Mar 2021 | < 1 |
| Jpmorgan Securities LLC | Chicago, IL | Dec 2018 - Feb 2021 | 2 |
| Nicolet Advisory Services, LLC | Green Bay, WI | Feb 2018 - Nov 2018 | < 1 |
| Private Client Services, LLC | Green Bay, WI | Jan 2018 - Nov 2018 | < 1 |
| Nicolet National Bank | Green Bay, WI | Jul 2017 - Nov 2018 | 1 |
| Sii Investments | Green Bay, WI | May 2016 - Dec 2017 | 1 |
| University Of Wisconsin | Madison, WI | Sep 2013 - May 2017 | 3 |
| Nicolet National Bank | Green Bay, WI | May 2016 - Aug 2016 | < 1 |
| Infinity Technology Inc. | Green Bay, WI | Jun 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- MN
-
Total Assets Under Management404MILLIONS
-
Total Number of Accounts1,463ACCOUNTS
-
Average Account Value$276,137
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, MN, TX, WI
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 derived from SEC.gov data covering 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.
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.