David
Nabity

Lion Street Advisors, LLC

CRD#1019344
Investment Advisor
in Omaha, NE

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About this Advisor

David Nabity is a chartered financial consultant working in Omaha, Nebraska. Nabity is an employee of Lion Street Advisors, LLC. Over the course of their career, Nabity has held roles 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. Nabity holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Nebraska. Lion Street Advisors, LLC is a company operating out of Austin, TX. The firm has offices in 27 locations and a total of 146 advisors. It controls $1 billion in total assets across its 4,709 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 4,709 accounts, just 8% belong to high-net-worth investors who have at least $1 million in assets available to invest. Lion Street Advisors, LLC provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which service is offered. However, fee types billed by Lion Street Advisors, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9802 Nicholas Street Ste 102
Omaha, NE 68114

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$1,401,128,630

NE Average: $3,042,739,679
Total Number of Employees

146

NE Average: 49
Total Number of Accounts

4,709

NE Average: 2,315
Average Account Size

$297,543

NE Average: $1,314,358

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

David has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Lion Street Advisors

2014 - Present (10 years)

Lion Street Financial

2014 - Present (10 years)

Lion Street, Inc

2007 - Present (17 years)

Nabity Financial Group, Inc

1998 - Present (26 years)

Genamerica Financial

1985 - Present (39 years)

Nabity Financial Group (Dba) Stockbridge

1983 - Present (41 years)

David Nabity & Associates, Inc

1981 - Present (43 years)

Connecticut Mutual Financial Services, I

2013 - 2014 (1 year)

Valmark Advisers, Inc

2004 - 2014 (10 years)

Valmark Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

Financial Advisors at Lion Street Advisors, LLC

John Burmeister
Austin, TX
Nicholas Bowman
Austin, TX
George Papanier
Philadelphia, PA
Mallory Hall
Bellevue, WA
Michael Fennessy
Lake Oswego, OR
Laura English
Dallas, TX
Travis Washington
Austin, TX
Austin Dean
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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