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Colin Nabity
AE WEALTH MANAGEMENT
Omaha, NE 68144
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CRD#: 5820628
CN
Colin NabityAE WEALTH MANAGEMENT
Professional summary
Colin Nabity is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Omaha, Nebraska.
Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Colin has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 79 and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
None
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.
1.)Leverage Planning, LLC; Investment related; 11205 Wright Circle, Suite 310, Omaha, NE; Retirement advisory practice and services; Officer/Financial Advisor; 9/2026; Approx. hours/month 120; Approx. during trading hours 120; Planning and advisory services. 2.)LeverageRx Inc.; Non Investment related; 11205 Wright Circle, Suite 310, Omaha, NE; C Corp that owns LeverageRx Insurance Services, LLC and Leverage Planning, LLC; Owner; 10/2015; Approx. hours/month 160; Approx. during trading hours 160; Management and oversight of company. 3.)LeverageRx Insurance Services; Investment related; 11205 Wright Circle, Suite 310, Omaha, NE; Insurance services - disability, life, and annuities; Co-Founder/Insurance Agent; 10/2015; Approx. hours/month 20; Approx. during trading hours 0; Management oversight and insurance sales. 4.)Skyline Point Ventures, LLC; Investment related; Omaha, NE; Family office investments; General Partner/Investor; 8/2025; Approx. hours/month 2; Approx. during trading hours 2; Overseeing closed investments, ensuring timely processing of required filings, communications, and distributions/dividends.
CRS (Client Relationship Summary) - RIA
Click below to view Colin 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®
NoneExperience
Current
September 23, 2026 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 11205 Wright Circle Suite 210, Omaha, NE 68144RIA
CRD#: 282580
Omaha, NE
Past
December 15, 2014 - March 2, 2016
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Omaha, NE
Past
October 25, 2013 - December 15, 2014
VALMARK SECURITIES, INC.
BD
CRD#: 31243
OMAHA, NE
Past
July 19, 2010 - July 16, 2013
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)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(9/23/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 79
Passed: 8/30/2011
Investment Banking Registered Representative Examination
General Industry/Product Exam
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Loading...
Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
630
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 282,995 |
| AUM (Assets Under Management) | $ 49,837,385,888 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AE WEALTH MANAGEMENT, LLC
CRD#: 282580Omaha, NE 68144TRUST BUT VERIFY
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