How does the advisor help clients – Key Takeaways:
Nabity-Jensen Investment Management, Inc. is a reputable financial advisory firm that provides a wide range of services to help clients achieve their financial goals. With decades of combined experience, the team at Nabity-Jensen Investment Management, Inc. is well-equipped to offer expert financial advice and guidance to clients of all types.
Key takeaways to know about Nabity-Jensen Investment Management, Inc. include:
- Offering personalized financial plans tailored to each client’s unique goals and risk tolerance
- Utilizing a disciplined investment approach to help clients build and preserve wealth
- Providing ongoing support and communication to ensure clients stay on track to meet their financial objectives
Facts and Insights
Founded in 2005, Nabity-Jensen Investment Management, Inc. has over 15 years of experience in the financial advisory industry. The firm is registered with the Securities and Exchange Commission (SEC) and is headquartered in Omaha, Nebraska.
The team at Nabity-Jensen Investment Management, Inc. is dedicated to staying up-to-date with current market trends and insights in order to provide clients with the best possible advice and guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Over 15 years |
*Numbers are publicly available on SEC.gov as of 2021.
Financial Services Offered
The team at Nabity-Jensen Investment Management, Inc. offers a variety of financial services to help clients reach their goals and secure their financial future. These services include, but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more
Client Types
The clients of Nabity-Jensen Investment Management, Inc. span a wide range of individuals and families, including:
- High-net-worth individuals
- Retirees
- Business owners
- Young professionals
- And more
Fees & Compensation
Nabity-Jensen Investment Management, Inc. charges fees based on a percentage of assets under management. The specific fees may vary depending on the services provided and the complexity of a client’s financial situation. The firm operates under a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients.
Background
The team at Nabity-Jensen Investment Management, Inc. is made up of experienced and qualified professionals, including certified financial planners (CFPs), chartered financial analysts (CFAs), and more. They bring a diverse range of expertise and knowledge to the table to provide comprehensive financial solutions for clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Nabity-Jensen Investment Management, Inc. is required to disclose any potential conflicts of interest to clients. These may include any financial incentives the firm receives for recommending certain products or services. Additionally, the team is required to disclose any disciplinary history or legal actions against them.