Walter Priebe
Walter Priebe is a ChFC-designated registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 41 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (2)
Regulatory
August 2015Employment Separation After Allegations
July 2014Other 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
Newbridge Securities CorporationBroker
Previous Registrations
Investacorp Advisory Services INC
Priebe Investment Plans, INC.
Investacorp, INC.Broker
Asset Management Securities CorporationBroker
Donald Sheldon & CO., INC.Broker
State Registrations32 states
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.