Unclaimed Profile

William S Priebe

GENEVA CAPITAL MANAGEMENT LLC·MILWAUKEE, Wisconsin

Series 65Clean record21 years registeredGENEVA CAPITAL MANAGEMENT LLC

411 E. WISCONSIN AVE., MILWAUKEE, WI 53202-4461CRD# 4862905Firm CRD# 105432

Profile Verification

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

Identity

William S Priebe · MILWAUKEE, WI

Registration

CRD #4862905 · GENEVA CAPITAL MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

GENEVA CAPITAL MANAGEMENT LLC

Oct 2004 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 7, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENEVA CAPITAL MANAGEMENT LLC

CRD 105432 · SEC 801-28444

AUM

$5.8B

Regulatory assets under management

Employees

3,835 client accounts

Services offered by GENEVA CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at GENEVA CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does William S Priebe offer?

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

What are William S Priebe's credentials?

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

Where is William S Priebe located?

William S Priebe is based in MILWAUKEE, Wisconsin, working with GENEVA CAPITAL MANAGEMENT LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does William S Priebe charge for services?

William S 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 LLC?

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

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