David
Nabity
Lion Street Advisors, LLC
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About this Advisor
David Nabity is a financial advisor based in Omaha, Nebraska, working with Lion Street Advisors, LLC. David has previously held positions at Connecticut Mutual Financial Services, I, David Nabity & Associates, Inc, Nabity Financial Group (Dba) Stockbridge, Genamerica Financial, Valmark Securities, Inc, Nabity Financial Group, Inc, Valmark Advisers, Inc, Lion Street Financial, Lion Street, Inc, and Lion Street Advisors. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, David is part of Lion Street Advisors, LLC, which operates out of Omaha, Nebraska. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lion Street Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$2,341,977,930
156
7,526
$311,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Nabity Work History
Lion Street Advisors
Lion Street Financial
Lion Street, Inc
Nabity Financial Group, Inc
Genamerica Financial
Nabity Financial Group (Dba) Stockbridge
David Nabity & Associates, Inc
Connecticut Mutual Financial Services, I
Valmark Advisers, Inc
Valmark Securities, Inc
Disclosures
Please visit the SEC profile of David Nabity to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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