Michael
Challe
Magnetic North Advisors
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About this Advisor
Michael Challe is a financial advisor based in Maple Grove, Minnesota, working with Magnetic North Advisors. Michael has previously held positions at Nicolet National Bank, University Of Wisconsin, Infinity Technology Inc, Private Client Services, LLC, Sii Investments, Nicolet Advisory Services, LLC, Jpmorgan Securities LLC, Lpl Financial, LLC, and Priebe Wealth Holdings, LLC Dba Magnetic North Advisors. Michael has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Michael is part of Magnetic North Advisors, which operates out of Maple Grove, Minnesota. The firm has 1 office and 7 employees. The firm manages assets totaling $404.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Magnetic North Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Magnetic North Advisors Brokerage Details
$403,987,927
7
1,463
$276,137
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
Michael Challe Work History
Priebe Wealth Holdings, LLC Dba Magnetic North Advisors
Lpl Financial, LLC
Private Client Services, LLC
Nicolet Advisory Services, LLC
Jpmorgan Securities LLC
Nicolet National Bank
Sii Investments
Nicolet National Bank
Infinity Technology Inc
University Of Wisconsin
Disclosures
Please visit the SEC profile of Michael Challe 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
Maple Grove, MN
Maple Grove, MN
Forest Lake, MN
Maple Grove, MN
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