Unclaimed Profile

Linda J Priebe

GENEVA CAPITAL MANAGEMENT LTD·MILWAUKEE, Wisconsin

Clean recordGENEVA CAPITAL MANAGEMENT LTD

100 E WISCONSIN AVENUE, SUITE 2550, MILWAUKEE, WI 53202CRD# 5561801Firm CRD# 105432

Profile Verification

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

Identity

Linda J Priebe · MILWAUKEE, WI

Registration

CRD #5561801 · GENEVA CAPITAL MANAGEMENT LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Linda J Priebe is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with GENEVA CAPITAL MANAGEMENT LTD. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

Speak with Linda

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Linda is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GENEVA CAPITAL MANAGEMENT LLC

AUM

$5.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GENEVA CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Other: MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.

Regulatory

SEC/IARD CRD# 5561801

Firm CRD# 105432

View on FINRA BrokerCheck →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Browse MILWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Linda J Priebe offer?

Linda J Priebe specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Linda J Priebe's credentials?

Linda J Priebe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Linda J Priebe located?

Linda J Priebe is based in MILWAUKEE, Wisconsin, working with GENEVA CAPITAL MANAGEMENT LTD. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Linda J Priebe charge for services?

Linda J Priebe's firm is compensated through percentage of aum, other: model portfolio fees based on underlying assets.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENEVA CAPITAL MANAGEMENT LTD?

GENEVA CAPITAL MANAGEMENT LTD has approximately 21 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →