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ChFC
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ChFC

Walter Priebe

Nfsg Corporation
41 Years of Experience
Fort Lauderdale, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Walter Priebe is a ChFC-designated registered investment advisor at Nfsg Corporation, based in Fort Lauderdale, FL, with 41 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,096 clients with $1.1B in assets under management.

Nfsg Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee of up to 2% based on assets under management, with a minimum annual charge of $250.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2015
Final
Employment Separation After Allegations
July 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Walter is involved in various business activities, including fixed insurance sales, serving as CEO of Priebe Investment Plans, Inc., and owning/managing WPP Financial SVC, LLC and Windcatcher LLC. He also hosts a radio show, rents a boat dock, and is a notary public.

Employment History
Current Registrations
Nfsg Corporation
December 2014 - Present · 11 yrs 10 mos
Newbridge Securities CorporationBroker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Investacorp Advisory Services INC
November 2004 - July 2014 · 9 yrs 8 mos
Priebe Investment Plans, INC.
August 1991 - December 2014 · 23 yrs 4 mos
Investacorp, INC.Broker
March 1989 - July 2014 · 25 yrs 4 mos
Asset Management Securities CorporationBroker
February 1985 - January 1989 · 3 yrs 11 mos
Donald Sheldon & CO., INC.Broker
August 1984 - November 1984 · 3 mos
State Registrations32 states
ALARAZCACOCTFLGAILINKSLAMDMIMOMTNCNJNVNYOHOKPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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