Jason Priebe, CFP ® J.D., Recognized in Forbes as a Best-In-State Wealth Advisor

Jason Priebe, CFP ® J.D., Recognized in Forbes as a Best-In-State Wealth Advisor

February 17, 2021



Jason Priebe, CFP ® J.D. of Priebe Wealth was recently ranked No. 50 in Minnesota in the 2021 Best-In-State Wealth Advisors list published by Forbes.   

According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.

“On behalf of LPL Financial, we congratulate Jason Priebe, CFP ® J.D. for being recognized on this year’s Forbes Best-in-State Wealth Advisors list. This past year has demonstrated that strong financial advice cannot be underestimated, and that personalized financial advice is critical in helping clients work toward achieving their short and long-term financial goals,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We applaud Jason Priebe, CFP ® J.D. for continuing to raise the bar in our industry and demonstrate the value of the independent model in creating meaningful and long-lasting investor-advisor relationships.”

Jason is based in Maple Grove, MN and provides a full range of financial services, including retirement and wealth planning, investment management, generational planning, and more.

About Priebe Wealth

Priebe Wealth is a Registered Investment Advisor and Wealth Advisory Firm born out of the desire to find a BETER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the DueNorth FORMula, helps you pursue your financial independence.

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com


*Based on total revenues, Financial Planning magazine, June 1996-2020

LPL Financial, Forbes magazine and Priebe Wealth are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Priebe Wealth, a registered investment advisor and separate entity from LPL Financial.