Justin D. Nabity
LARSON FINANCIAL GROUP
Omaha, NE 68114
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CRD#: 5458480
Professional summary
Justin David Nabity, CFP®, ChFC®, CLU®, who also goes by Justin D. Nabity, Justin Nabity, is a registered financial advisor currently at LARSON FINANCIAL GROUP, LLC located in Omaha, Nebraska and LARSON FINANCIAL SECURITIES, LLC located in Omaha, Nebraska.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Justin has worked at 7 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin D. Nabity | Justin Nabity
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of the other business: Doc Nation, LLC Investment-related: N Address of the other business: 1619 Bayview Drive, Fort Lauderdale, FL 33305 Nature of the other business: Professional services for doctors Position: Partner Start date of your relationship: July 22, 2022 Approximate number of hours/month you devote to the other business: 20 Number of hours you devote to the other business during securities trading hours: 10 Briefly describe your duties: Advocate for doctors so they can take back control of their lives, be treated fairly in the workplace and avoid burnout Name of the other business: Curednation Investment-related: N Address of the other business: 107 High Loop Road, Ruidoso, NM 88345 Nature of the other business: Addiction rehabilitation services Position: Partner Start date of your relationship: March 29, 2022 Approximate number of hours/month you devote to the other business: 10 Number of hours you devote to the other business during securities trading hours: 4 Briefly describe your duties: Marketing and business development Name of the other business: Thrive Relo, LLC Investment-related: N Address of the other business: 17838 Burke Street, Suite 102, Omaha, NE 68118 Nature of the other business: Relocation services for doctors Position: Partner Start date of your relationship: December 6, 2021 Approximate number of hours/month you devote to the other business: 10 Number of hours you devote to the other business during securities trading hours: 4 Briefly describe your duties: Marketing and business development Name of the other business: Give Sight Global Investment-related: No Address of the other business: 11235 Davenport Street, Suite 113, Omaha, NE 68154 Nature of the other business: Nonprofit to cure blindness Position: Board member Start date of your relationship: November 21, 2017 Approximate number of hours/month you devote to the other business: 10 Number of hours you devote to the other business during securities trading hours: 2 Briefly describe your duties: Fundraising and development Name of the other business: Physicians Thrive, LLC Investment-related: No Address of the other business: 11235 Davenport Street, Suite 113, Omaha, NE 68154 Nature of the other business: Contract and business consulting, disability and life insurance brokerage Position: Partner Start date of your relationship: January 1, 2009 Approximate number of hours/month you devote to the other business: 20 Number of hours you devote to the other business during securities trading hours: 10 Briefly describe your duties: Founder and CEO
CRS (Client Relationship Summary) - RIA
Click below to view Justin David Nabity's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
November 22, 2022 - Present
LARSON FINANCIAL GROUP, LLC
Office #1: 9802 Nicholas Street Ste 102, Omaha, NE 68114RIA
CRD#: 140599
Omaha, NE
Current
June 12, 2023 - Present
LARSON FINANCIAL SECURITIES, LLC
Office #1: 9802 Nicholas Street Suite 105, Omaha, NE 68114BD
CRD#: 152517
Omaha, NE
Past
January 6, 2015 - February 1, 2024
PHYSICIANS THRIVE INVESTMENT ADVISORS, LLC
RIA
CRD#: 173801
ELKHORN, NE
Past
December 15, 2014 - June 29, 2016
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Omaha, NE
Past
April 29, 2013 - December 15, 2014
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
OMAHA, NE
Past
March 27, 2009 - April 24, 2013
PROFESSIONAL ADVISORY GROUP
RIA
CRD#: 144457
OMAHA, NE
Past
December 13, 2007 - December 15, 2014
VALMARK SECURITIES, INC.
BD
CRD#: 31243
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LARSON FINANCIAL GROUP, LLC
LARSON FINANCIAL GROUP, LLC | WORK OPTIONAL | THE PHYSICIANS THRIVE | OAKMONT FINANCIAL GROUP | MIDWEST WEALTH MANAGEMENT | LIONSGATE ADVISORS
CRD#: 140599 / SEC#: 801-71543
RIA
Registered Investment Advisory firm - (6/23/2010 Approved)Florida
Registered Investment Advisory firm - (6/30/2010 Terminated)Indiana
Registered Investment Advisory firm - (6/30/2010 Terminated)Kansas
Registered Investment Advisory firm - (6/30/2010 Terminated)Kentucky
Registered Investment Advisory firm - (6/30/2010 Terminated)Minnesota
Registered Investment Advisory firm - (7/1/2010 Terminated)Missouri
Registered Investment Advisory firm - (6/30/2010 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2010 Terminated)Tennessee
Registered Investment Advisory firm - (7/30/2010 Terminated)Texas
Registered Investment Advisory firm - (6/30/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (6/30/2010 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nebraska(11/22/2022)
IAR
Texas(7/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/10/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LF
LARSON FINANCIAL GROUP, LLC
LARSON FINANCIAL GROUP, LLC | WORK OPTIONAL | THE PHYSICIANS THRIVE | OAKMONT FINANCIAL GROUP | MIDWEST WEALTH MANAGEMENT | LIONSGATE ADVISORS
CRD#: 140599 / SEC#: 801-71543
RIA
Registered Investment Advisory firm - (6/23/2010 Approved)Florida
Registered Investment Advisory firm - (6/30/2010 Terminated)Indiana
Registered Investment Advisory firm - (6/30/2010 Terminated)Kansas
Registered Investment Advisory firm - (6/30/2010 Terminated)Kentucky
Registered Investment Advisory firm - (6/30/2010 Terminated)Minnesota
Registered Investment Advisory firm - (7/1/2010 Terminated)Missouri
Registered Investment Advisory firm - (6/30/2010 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2010 Terminated)Tennessee
Registered Investment Advisory firm - (7/30/2010 Terminated)Texas
Registered Investment Advisory firm - (6/30/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (6/30/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 N Broadway Suite 1700, Saint Louis, MO 63102
Mailing Address
Phone number
(866) 569-2450
Established
Firm type
Fiscal year end
# of Employees
115
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,504 |
| AUM (Assets Under Management) | $ 4,032,736,835 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/08/2024 | ||
| 12/13/2023 | ||
| 01/03/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LARSON FINANCIAL GROUP, LLC
CRD#: 140599Omaha, NE 68114TRUST BUT VERIFY
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