Rodney Priebe, financial advisor Plymouth MN
96 score

Rodney Priebe

CRD Number: 1006705
Current Firm: Waddell & Reed

Rodney Priebe (CRD# 1006705) is an Investment Advisor Representative working at Waddell & Reed in Plymouth, MN and has over 35 years of experience in the finance industry. Rodney 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.

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Professional Designations
Company Name Location Dates Years
The Priebe Wealth Management Group (dba) Maple Grove, MN Jun 2016 - Current < 1
The Priebe Group LLC Rogers, MN Apr 2015 - Current 1
Waddell & Reed, Inc. Maple Grove, MN Aug 1981 - Current 35
Various Insurance Carriers For W&r Insurance Agencies Rogers, MN Aug 1981 - Current 35
Barnyard Friends Rogers, MN Jan 1994 - Dec 2008 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1981
Contact Info for Rodney L. Priebe
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • ID
  • MO
  • TX
  • WI
  • FL
  • IL
  • IA
  • MI
  • MN
  • OH
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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