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Michael G. Challe

Magnetic North Advisors

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About Michael G. Challe

Michael Challe is a financial advisor with Magnetic North Advisors. Michael has been working in the financial services industry since 2017. Michael is registered with the state of Minnesota and Wisconsin. Michael is also a Certified Financial Planner.

Firm Information

Michael Challe is currently registered with Magnetic North Advisors. Magnetic North Advisors is an independent financial advisor located in Maple Grove, Minnesota. They specialize in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $403,987,927 in assets for 1,463 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Their team of 6 investment adviser representatives is dedicated to helping clients achieve their financial goals.
Magnetic North Advisors

6900 WEDGWOOD ROAD N

MAPLE GROVE, MN 55311

$403.99M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Challe’s Registration & Firm History

MN

04/08/2021 - Present

Magnetic North Advisors (MAPLE GROVE MN)

IL

12/18/2018 - 03/09/2021

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

WI

01/02/2018 - 11/19/2018

PRIVATE CLIENT SERVICES, LLC (Green Bay WI)

WI

08/31/2017 - 12/31/2017

SII INVESTMENTS, INC. (GREEN BAY WI)

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Licenses & Designations

BOTH

Issued 11/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael G. Challe.
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