NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

9802 Nicholas Street
Suite 105
Omaha, Nebraska 68114
Tel: 402-391-1021

About NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

NABITY-JENSEN INVESTMENT MANAGEMENT, INC, formally registered with the SEC as NABITY-JENSEN INVESTMENT MANAGEMENT, INC. The firm was established in 03/27/2020. They have over 2 offices throughout the country.

NABITY-JENSEN INVESTMENT MANAGEMENT, INC. is a Omaha, Nebraska based Financial Planning firm with nearly $237,846,529 assets under management, offering retirement planning & investment advisory services to 217 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128455
SEC#	801-118341
Assets Managed by Firm	$237,846,529
No. of Clients	217
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (FINANCIAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	217	$237,846,529
Individuals (other than high net worth individuals)	53	$16,107,300
High net worth individuals	36	$219,897,243
Pension and profit sharing plans	2	$943,125
Charitable organizations	1	$898,861

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