Louis
Priebe

Pfg Advisors

CRD#4140642
Investment Advisor
in Phoenix, AZ

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About this Advisor

Louis Priebe is a certified financial planner who works in Phoenix, Arizona with 4 years of industry experience. Priebe is on the advisory team at Pfg Advisors. Priebe has gained experience at College For Financial Planning, Private Wealth Advocacy, Pfg Advisors, LLC, Gordon Asset Management, LLC and Apogee Physicians. Priebe maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona. Pfg Advisors is a firm that has its headquarters in Phoenix, AZ. The firm has offices in 129 locations and a total of 94 financial advisors. It handles $2 billion in assets under management between its 9,045 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 9,045 client accounts, just 10% belong to high-net-worth individuals who have more than $1 million in investable assets. The company provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on the type of services. However, fees charged by Pfg Advisors can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3200 N. Central Ave Suite #200
Phoenix, AZ 85012

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

AZ Average: $1,555,372,352
Total Number of Employees

94

AZ Average: 37
Total Number of Accounts

9,045

AZ Average: 1,370
Average Account Size

$202,940

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Louis Priebe Work History

Louis has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Pfg Advisors, LLC

2009 - Present (15 years)

Apogee Physicians

2019 - 2019 (< 1 year)

Private Wealth Advocacy

2016 - 2019 (3 years)

Gordon Asset Management, LLC

2014 - 2015 (1 year)

College For Financial Planning

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Louis Priebe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

Kyle Johnson
San Diego, CA
William Batie
Albuquerque, NM
John Griffith
Eugene, OR
Heather Metcalf
Springfield, OR
James Merkel
Tucson, AZ
Heather Schara
Albuquerque, NM
Blake Rorbach
Scottsdale, AZ
Alex Rosen
Mesa, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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