MC
CFP
MC
CFP

Michael Challe

8 Years of Experience
Maple Grove, MN
Broker

Michael Challe is a CFP-designated registered investment advisor, based in Maple Grove, MN, with 8 years of industry experience.

Location

6900 Wedgwood Rd N, Suite 465, Maple Grove, MN, 55311

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kestra Investment Services, LLCBroker
August 2025 - Present · 9 mos
Kestra Investment Services, LLC
August 2025 - Present · 9 mos
Kestra Advisory Services, LLC
May 2025 - Present · 1 yr
Previous Registrations
Magnetic North Advisors
April 2021 - August 2025 · 4 yrs 4 mos
LPL Financial LLCBroker
March 2021 - May 2025 · 4 yrs 2 mos
J.P. Morgan Securities LLCBroker
December 2018 - March 2021 · 2 yrs 3 mos
Nicolet Advisory Services, LLC
March 2018 - November 2018 · 8 mos
Private Client Services, LLCBroker
January 2018 - November 2018 · 10 mos
Sii Investments, INC.
November 2017 - December 2017 · 1 mo
Sii Investments, INC.Broker
August 2017 - December 2017 · 4 mos
State Registrations2 states
MNTX
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.
Michael Challe - Financial Advisor | TrueAdvisor