Nathan A. Pribyl

TRUE VISION FINANCIAL ADVISORS

WAYZATA, MN 55391

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CRD#: 5835667

Professional summary

Nathan Andrew Pribyl, who also goes by Nathan Pribyl, is a registered financial advisor currently at TRUE VISION FINANCIAL ADVISORS located in Wayzata, Minnesota.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Nathan has worked at 6 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Pribyl

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Allied Partners; Home building/Construction; Non-Investment Related; 2262 County Rd, Medina, MN 55340; Owner; 20 hours per week during business hours; Since 09/2019

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Andrew Pribyl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 7, 2022 - Present

TRUE VISION FINANCIAL ADVISORS

Office #1: 294 Grove Lane East Suite 160, Wayzata, MN 55391

RIA

CRD#: 322783

WAYZATA, MN

Past

January 15, 2021 - October 31, 2022

GLADSTONE WEALTH PARTNERS

RIA

CRD#: 250787

Minnetonka, MN

Past

May 31, 2016 - February 12, 2021

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

Woodbury, MN

Past

July 1, 2015 - December 1, 2016

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA

CRD#: 109238

WOODBURY, MN

Past

January 6, 2014 - July 21, 2015

THE MUTUAL FUND STORE

RIA

CRD#: 139069

MAPLE GROVE, MN

Past

October 19, 2012 - December 9, 2013

NEW ENGLAND SECURITIES

CRD#: 615

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUE VISION FINANCIAL ADVISORS

TRUE VISION FINANCIAL ADVISORS | TRUE VISION MN LLC

CRD#: 322783 / SEC#: 801-126424

RIA

Registered Investment Advisory firm - (8/19/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(9/7/2022)

IAR

Texas
(11/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/5/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/18/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRUE VISION FINANCIAL ADVISORS

TRUE VISION FINANCIAL ADVISORS | TRUE VISION MN LLC

CRD#: 322783 / SEC#: 801-126424

RIA

Registered Investment Advisory firm - (8/19/2022 Approved)

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Contact information

Main Address

7616 Currell Boulevard Suite 220, Woodbury, MN 55125

Mailing Address

Phone number

(612) 256-2208

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUE VISION DISCLOSURE BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts	1,121
AUM (Assets Under Management)	$ 234,430,771

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Nathan A. Pribyl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Andrew Pribyl's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE VISION FINANCIAL ADVISORS

GLADSTONE WEALTH PARTNERS

EDELMAN FINANCIAL ENGINES

FINANCIAL ENGINES ADVISOR CENTER, LLC

THE MUTUAL FUND STORE

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

TRUE VISION FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 11/5/2012

Series 6

Date: 10/18/2012

Current Firm

TRUE VISION FINANCIAL ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUE VISION FINANCIAL ADVISORS

TRUST BUT VERIFY

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