Michael Challe

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 11/2018
  Nicolet National Bank
  Green Bay, WI
• 09/2013 → 05/2017
  University Of Wisconsin
  Madison, WI
• 01/2018 → 11/2018
  Private Client Services, Llc
  Green Bay, WI
• 05/2016 → 12/2017
  Sii Investments
  Green Bay, WI
• 02/2018 → 11/2018
  Nicolet Advisory Services, Llc
  Green Bay, WI
• 12/2018 → 02/2021
  Jpmorgan Securities Llc
  Chicago, IL
• 03/2021 → 05/2025
  Lpl Financial, Llc
  Maple Grove, WI
• 03/2021 → Present
  Priebe Wealth Holdings, Llc Dba Magnetic North Advisors
  Maple Grove, MN
• 05/2025 → Present
  Kestra Advisory Services
  Maple Grove, MN
• 08/2025 → Present
  Kestra Investment Servicesllc
  Maple Grove, MN

Previous Registrations

• 2021-04-08 → 2025-08-14
  Magnetic North Advisors
  Maple Grove, MN
• 2018-03-20 → 2018-11-21
  Nicolet Wealth Management
  Green Bay, WI
• 2017-11-28 → 2017-12-31
  Sii Investments, Inc.
  Green Bay, WI

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/02/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: MAGNETIC NORTH INSURANCE POSITION: Admin NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2025 ADDRESS: 6900 Wedgwood Rd N, Suite 465, Maple Grove MN 55311, United States DESCRIPTION: NA Name: MAGNETIC NORTH TAX & ACCOUNTING POSITION: Admin NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2025 ADDRESS: 6900 Wedgwood Rd N, Suite 465, Maple Grove MN 55311, United States DESCRIPTION: Magnetic North Tax and Accounting is a wholly owned subsidiary. My duties are administrative Name; PRIEBE WEALTH LLC POSITION: Advisor NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2025 ADDRESS: 6900 Wedgwood Rd N, Suite 465, Maple Grove MN 55311, United States DESCRIPTION: See above Name: MAGNETIC NORTH ADVISORS POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/02/2025 ADDRESS: 6900 Wedgwood Rd N, Suite 465, Maple Grove MN 55311, United States DESCRIPTION: Work through this entity on our wealth management business.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-03

Designations

• Certified Financial Planner

Other Names

• Michael Challe
• Michael George Challe
• Michael G. Challe