Jason
Priebe
Magnetic North Advisors
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About this Advisor
Jason Priebe is a certified financial planner who works out of Maple Grove, Minnesota, with a total of 3 years of industry experience. Priebe is an employee of Magnetic North Advisors. Over the course of their career, they have held roles at See'S Candies Inc, Rodney Priebe, Waddell & Reed, Inc, Towne Lake Traditional Homes Homeowners Association, The Priebe Group LLC, Priebe Law Pllc, The Priebe Wealth Management Group (Dba), Lpl Financial, LLC, Priebe Wealth Holdings, LLC Dba Magnetic North Advisors, Magnetic North Tax & Accounting, Priebe Wealth, LLC, Towne Lakes Community Association and Various Insurance Carriers For W&R Insurance Agencies. Priebe maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Minnesota and Texas. Magnetic North Advisors is an advisory firm operating out of Maple Grove, MN. It has a total of seven employees. It handles $339 million in assets among its 1,386 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves one charities and foundations. Of its 1,386 accounts, 22% are held by high-net-worth individuals who have more than $1 million in investable assets. Magnetic North Advisors has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules depend on the services. However, fees charged by Magnetic North Advisors can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Magnetic North Advisors Brokerage Details
$339,099,313
7
1,386
$244,660
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jason Priebe Work History
Jason has been registered as a financial advisor for 3 years.*
Priebe Wealth, LLC
Magnetic North Tax & Accounting
Priebe Wealth Holdings, LLC Dba Magnetic North Advisors
Priebe Wealth Holdings, LLC Dba Magnetic North Advisors
Lpl Financial, LLC
The Priebe Wealth Management Group (Dba)
The Priebe Group LLC
Priebe Law Pllc
Towne Lake Traditional Homes Homeowners Association
Towne Lakes Community Association
Various Insurance Carriers For W&R Insurance Agencies
Rodney Priebe
Waddell & Reed, Inc
See'S Candies Inc
*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 Jason 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 Magnetic North Advisors
Forest Lake, MN
Maple Grove, MN
Maple Grove, MN
Maple Grove, MN
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.
