Gilbert Sabatka, financial advisor Manhattan KS
96 score

Gilbert Sabatka

CRD Number: 1229982
Current Firm: Newbridge Financial Services Group, Inc.

Gilbert Sabatka (CRD# 1229982) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Manhattan, KS and has over 34 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.

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Professional Designations
Company Name Location Dates Years
Newbridge Securities Corporation Manhattan, KS Dec 2016 - Current 1
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
Lpl Financial Corporation Olathe, KS Sep 2009 - Apr 2010 < 1
Lafayette Life Insurance Company Lafayette, IN Jan 1980 - Apr 2010 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
Contact Info for Gilbert M. Sabatka
Phone Number: 954-334-3450
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $185,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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