Michael Challe
Investment adviser representative at Kestra Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Kestra Investment ServicesllcAug 2025 to now
- Kestra Advisory Services, LLCMay 2025 to now
- Priebe Wealth Holdings, LLC dba Magnetic North AdvisorsMar 2021 to now
- LPL Financial, LLCMar 2021 to May 2025
- JPMorgan Securities LLCDec 2018 to Feb 2021
- Nicolet Advisory Services, LLCFeb 2018 to Nov 2018
- Private Client Services, LLCJan 2018 to Nov 2018
- Nicolet National BankJul 2017 to Nov 2018
- Sii InvestmentsMay 2016 to Dec 2017
- University of WisconsinSep 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6666557
- Firm CRD
- 283330