CRD: 128455
Nabity-Jensen Investment Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2001
- Office Locations
- 1
Office Locations
About Nabity-Jensen Investment Management, Inc.
Nabity-Jensen Investment Management, Inc. is an SEC-registered RIA providing investment management and financial planning focused on retirement and wealth preservation. The team includes CFP® professionals and supports clients such as entrepreneurs with portfolio construction, tax/estate and insurance planning alongside asset allocation and risk management. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RANDALL LEE JENSEN
Chief Compliance Officer, President
- CRD
- #2813307
- Ownership
- 50% but less than 75%
DAVID ROLAND NABITY
Vice President
- CRD
- #1019344
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Jennifer Ann Jorgenson
Planning, Compliance, & Operations Manager
- CRD
- #7488667
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,453,250 | $1,191,029 |
| Non-Discretionary | $0 | -- |
| Total | $258,453,250 | $1,191,029 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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