Unclaimed Profile

Jason Michael Priebe

PRIEBE WEALTH HOLDINGS, LLC·MAPLE GROVE, Minnesota

SIE, Series 7, Series 66CFPClean record12 years registeredPRIEBE WEALTH HOLDINGS, LLC

6900 WEDGWOOD ROAD N, MAPLE GROVE, MN 55311CRD# 6265121Firm CRD# 309628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Michael Priebe · MAPLE GROVE, MN

Registration

CRD #6265121 · PRIEBE WEALTH HOLDINGS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

KESTRA INVESTMENT SERVICES, LLC

Aug 2025 – present

KESTRA ADVISORY SERVICES, LLC

May 2025 – present

MAGNETIC NORTH ADVISORS

Nov 2020 – Aug 2025

MAPLE GROVE, MN

LPL FINANCIAL LLC

Oct 2016 – Mar 2021

MAPLE GROVE, MN

WADDELL & REED

Jan 2014 – Oct 2016

MAPLE GROVE, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 6, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIEBE WEALTH HOLDINGS, LLC

CRD 309628 · SEC 801-119662

AUM

$404M

Regulatory assets under management

Employees

1,463 client accounts

Services offered by PRIEBE WEALTH HOLDINGS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIEBE WEALTH HOLDINGS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Michael Priebe offer?

Jason Michael Priebe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAPLE GROVE, Minnesota for a consultation.

What are Jason Michael Priebe's credentials?

Jason Michael Priebe holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Michael Priebe located?

Jason Michael Priebe is based in MAPLE GROVE, Minnesota, working with PRIEBE WEALTH HOLDINGS, LLC. Their office serves clients in the MAPLE GROVE metropolitan area and surrounding communities.

How does Jason Michael Priebe charge for services?

Jason Michael Priebe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIEBE WEALTH HOLDINGS, LLC?

PRIEBE WEALTH HOLDINGS, LLC has approximately 8 employees and manages $404M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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