MC
Michael G. Challe
KESTRA ADVISORY SERVICES
Maple Grove, MN 55311
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CRD#: 6666557
MC
Professional summary
Michael G. Challe, CFP®, who also goes by Michael George Challe, Michael Challe, Michael G. Challe, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Maple Grove, Minnesota and KESTRA INVESTMENT SERVICES, LLC located in Maple Grove, Minnesota.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Michael has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael George Challe | Michael Challe | Michael G. Challe
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael G. Challe's 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®
CFP®
Start date: 2020
Experience
Current
May 5, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 6900 Wedgwood Rd N Suite 465, Maple Grove, MN 55311RIA
CRD#: 283330
Maple Grove, MN
Current
August 26, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 6900 Wedgwood Road North Suite 465, Maple Grove, MN 55311BD
CRD#: 42046
Maple Grove, MN
Past
April 8, 2021 - August 14, 2025
MAGNETIC NORTH ADVISORS
RIA
CRD#: 309628
MAPLE GROVE, MN
Past
March 29, 2021 - May 6, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
MAPLE GROVE, MN
Past
December 18, 2018 - March 9, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CHICAGO, IL
Past
March 20, 2018 - November 21, 2018
NICOLET WEALTH MANAGEMENT
RIA
CRD#: 283940
GREEN BAY, WI
Past
January 2, 2018 - November 19, 2018
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
Green Bay, WI
Past
November 28, 2017 - December 31, 2017
SII INVESTMENTS, INC.
RIA
CRD#: 2225
GREEN BAY, WI
Past
August 31, 2017 - December 31, 2017
SII INVESTMENTS, INC.
BD
CRD#: 2225
GREEN BAY, WI
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Minnesota(5/5/2025)
RR
Minnesota(8/26/2025)
IAR
Texas(5/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
