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Walter Paul Priebe

Nfsg Corporation

Boca Raton, FL

Fort Lauderdale, FL

CRD 1295817

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Employer firm

Nfsg Corporation CRD 130814

$1.08B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Nfsg Corporation

1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-07
FL RA APPROVED 2014-12-03
  • TX RA
    APPROVED_RES
    Since 2019-01-07
  • FL RA
    APPROVED
    Since 2014-12-03

Branch Locations

1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States

2933 W. Cypress Creek Rd., Suite 102, Fort Lauderdale, FL 33309 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Priebe Investment Plans, Inc. Fort Lauderdale FL 04/1989 Present
Newbridge Securities Corp Ft. Lauderdale FL 07/2014 Present
  • 04/1989 → Present
    Priebe Investment Plans, Inc.
    Fort Lauderdale, FL
  • 07/2014 → Present
    Newbridge Securities Corp
    Ft. Lauderdale, FL
Previous Registrations
  • 1991-08-08 → 2014-12-23
    Priebe Investment Plans, Inc.
    Ft. Lauderdale, FL
  • 2004-11-18 → 2014-07-01
    Investacorp Advisory Services Inc
    Ft. Lauderdale, FL
Other Businesses

1) FIXED INSURANCE SALES; REGISTERED INVESTMENT ADVISOR; TAX PREPARATION SERVICE. 2) PRIEBE INVESTMENT PLANS, INC.(DBA): CEO, RETIREMENT PLANNING, ESTATE PLANNING, INSURANCE PLANNING, EDUCATIONAL PLANNING AND INVESTMENT PLANNING. OVERSEE AND MAKE SUGGESTIONS BASED UPON INDIVIDUAL CIRCUMSTANCES. 100%. 3) WPP FINANCIAL SVC, LLC- OWNER/LANDLORD, TAXES AND BUILDING MAINTENANCE, RECEIVE RENT-RENTAL INCOME. (5% OF TIME/WORK WEEK). 4) FOOTBALL OFFICIAL BROWARD FOOTBALL OFFICIALS ASSOC. (SEASONAL). 5) WINDCATCHER LLC: FORT LAUDERDALE, FL, 8/6/2015, BUILDING, MANUFACTURING AND SALES OF A PRODUCT CALLED WINDCATCHER, WHICH IS IN THE PROCESS OF BEING PATENTED. IT IS AN AUTOMOTIVE ACCESSORY. OWNER/MANAGER/CREATE SALES, 100%. 6) PRIEBE INVESTMENT PLANS- RADIO SHOW: HOST OF A LIVE SHOW, LIVE WEEKLY RADIO PROGRAM WITH AN OPEN FORMAT- CALL IN SHOW- VARIOUS TOPICS. 7) RENTING BOAT DOCK - POMPANO BEACH, FLORIDA, COLLECT RENT. 8) WALTER PAUL PRIEBE NOTARY PUBLIC - 01/09/2023 - STATE OF FLORIDA RENEWS EVERY 5 YEARS - ABLE TO NOTARIZE DOCUMENTS FOR MY CLIENTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-06-13
  • S63 Uniform Securities Agent State Law Examination
    1991-06-13
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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