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David Roland Nabity

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.·OMAHA, Nebraska
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9802 NICHOLAS STREET, OMAHA, NE 68114CRD# 1019344Firm CRD# 128455
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About

David Roland Nabity is a registered financial advisor based in OMAHA, Nebraska, affiliated with NABITY-JENSEN INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
AUM
$206M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1019344
Firm CRD# 128455
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Roland Nabity offer?
David Roland Nabity specializes in Financial Planning, Investment Management. Contact their office in OMAHA, Nebraska for a consultation.
What are David Roland Nabity's credentials?
David Roland Nabity is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Roland Nabity located?
David Roland Nabity is based in OMAHA, Nebraska, working with NABITY-JENSEN INVESTMENT MANAGEMENT, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does David Roland Nabity charge for services?
David Roland Nabity's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NABITY-JENSEN INVESTMENT MANAGEMENT, INC.?
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. has approximately 3 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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