NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
SEC RegisteredHELPING YOU MEET YOUR FINANCIAL GOALS
About the firm
Nabity-Jensen is committed to helping clients understand their financial big picture and make better-informed financial decisions. The firm is open about fees and pursues the lowest possible costs and highest possible standards, aiming to deliver premium quality without premium cost.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Planning, Portfolio Management, and Investment Counseling, including goal definition, continuous management of investment accounts with customization, and investment counsel with reviews and recommendations without direct management.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 45 | $13M |
| High Net Worth Individuals | 42 | $243M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $1.1M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NABITY-JENSEN INVESTMENT MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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