Gilbert Sabatka (CRD# 1229982) is an Investment Advisor Representative working at Creativeone Securities, LLC in Manhattan, KS and has over 40 years of experience in the finance industry. Gilbert Sabatka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5169515
Cgn Advisors, LLC
CRD# 1058721
Stifel, Nicolaus & Company, Incorporated
CRD# 6311083
Cgn Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Newbridge Securities Corporation | Manhattan, KS | Dec 2016 - Current | 7 |
Berthel Fisher & Company Financial Services, Inc. | Manhattan, KS | Apr 2010 - Dec 2016 | 6 |
Sabatka Financial Advisory Services, Inc. | Manhattan, KS | Nov 1985 - Jun 2015 | 29 |
Sabatka & Company | Manhattan, KS | Sep 1982 - Jun 2015 | 32 |
Flexible Benefit Services, Inc. | Manhattan, KS | Jul 1987 - May 2015 | 27 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1984 |
- KS
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Total Assets Under Management1,719MILLIONS
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Total Number of Accounts22,082ACCOUNTS
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Average Account Value$77,839
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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