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NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

OMAHA, NE · CRD 128455 · IAPD ↗ · nabityjensen.com · 402-391-1021

$258.5MRegulatory AUM
2Advisory reps
3Employees
1Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — NABITY-JENSEN INVESTMENT MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — NABITY-JENSEN INVESTMENT MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
March 2024 — NABITY-JENSEN INVESTMENT MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2024 — NABITY-JENSEN INVESTMENT MANAGEMENT, INC. now reports custody of client assets ($113.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.