Gilbert SabatkaCRD Number: 1229982
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Gilbert Sabatka (CRD# 1229982) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Manhattan, KS and has over 33 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.
Raymond James Financial Services Advisors, Inc.
Investacorp Advisory Services Inc.
Ameriprise Financial Services, Inc.
|Berthel Fisher & Company Financial Services, Inc.||Manhattan, KS||Apr 2010 - Current||7|
|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|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV