Physicians Thrive Investment Advisors, LLC

Physicians Thrive Investment Advisors, LLC (CRD# 173801) is a financial advisory firm headquartered in Omaha, NE. They manage $5,710,668 in 125 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $45,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, NE, TX

Financial Advisors at Physicians Thrive Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Justin D. Nabity
CRD#: 5458480
11235 Davenport St, Suite 103, Omaha, NE 68154
96
Wealthminder
score

Justin Nabity (CRD# 5458480) is an Investment Advisor Representative working at Physicians Thrive Investment Advisors, LLC in Omaha, NE and has over 10 years of experience in the finance industry. Justin Nabity 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.

2
David C. Swan
CRD#: 5129591
11235 Davenport St, Suite 103, Omaha, NE 68154
93
Wealthminder
score

David Swan (CRD# 5129591) is an Investment Advisor Representative working at Physicians Thrive Investment Advisors, LLC in Omaha, NE and has over 11 years of experience in the finance industry.

3
Amber D. Nabity Stitt
CRD#: 5842898
4447 E Thorn Tree Drive, Cave Creek, AZ 85331
89
Wealthminder
score

Amber Nabity Stitt (CRD# 5842898) is an Investment Advisor Representative working at Physicians Thrive Investment Advisors, LLC in Cave Creek, AZ and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.