Physician Investment Advisors LLC

Physician Investment Advisors LLC (CRD# 173801) is a financial advisory firm headquartered in Omaha, NE. They manage $1,002,823 in 44 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $22,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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 Physician Investment Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Justin D. Nabity
CRD#: 5458480
11235 Davenport St, Suite 103, Omaha, NE 68154
93
Wealthminder
score

Justin Nabity (CRD# 5458480) is an Investment Advisor Representative working at Physician Investment Advisors LLC in Omaha, NE and has over 8 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
Nicholas J. Schneider
CRD#: 5516952
11235 Davenport St, Suite 103, Omaha, NE 68154
93
Wealthminder
score

Nicholas Schneider (CRD# 5516952) is an Investment Advisor Representative working at Physician Investment Advisors LLC in Omaha, NE and has over 7 years of experience in the finance industry.

3
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 Physician Investment Advisors LLC in Omaha, NE and has over 10 years of experience in the finance industry.

4
Amber D. Nabity Stitt
CRD#: 5842898
4447 E Thorn Tree Drive, Cave Creek, AZ 85331
87
Wealthminder
score

Amber Nabity Stitt (CRD# 5842898) is an Investment Advisor Representative working at Physician Investment Advisors LLC in Cave Creek, AZ and has 1 year of experience in the finance industry.

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