Nathan
Pribyl

True Vision Financial Advisors

CRD#5835667
Investment Advisor
in Wayzata, MN

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About this Advisor

Nathan Pribyl is a financial advisor based in Wayzata, Minnesota, working with True Vision Financial Advisors. Nathan has previously held positions at Tmfs-Minneapolis, LLC, Tmfs Advisors LLC, Financial Engines Advisors LLC, Gladstone Wealth Partners, and True Vision Mn LLC. Nathan has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Nathan is part of True Vision Financial Advisors, which operates out of Wayzata, Minnesota. The firm has 1 office and 6 employees. The firm manages assets totaling $200.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at True Vision Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

294 Grove Lane East Suite 160
Wayzata, MN 55391

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True Vision Financial Advisors Brokerage Details

Total Assets Under Management

$200,014,043

MN Average: $5,289,111,388
Total Number of Employees

6

MN Average: 157
Total Number of Accounts

1,022

MN Average: 8,262
Average Account Size

$195,708

MN Average: $640,173

Investment Advisory Services

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

Nathan Pribyl Work History

2022 - Present (2 years)

True Vision Mn LLC

2021 - 2022 (1 year)

Gladstone Wealth Partners

2016 - 2021 (5 years)

Financial Engines Advisors LLC

2015 - 2016 (1 year)

Tmfs Advisors LLC

2013 - 2015 (2 years)

Tmfs-Minneapolis, LLC

Disclosures

Please visit the SEC profile of Nathan Pribyl 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 True Vision Financial Advisors

Nathan Pribyl
Wayzata, MN
Christine Thomas
Saint Paul, MN
Darin Pilacinski
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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