David Kabat
David Kabat is a registered investment advisor at Kabat Advisory Group, LLC, based in Sheboygan, WI, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered based on an hourly fee of $250 per hour.
- Financial planning services are offered based on a flat fee between $500 and $10,000 based on the complexity of the plan and the client’s needs.
Location
1019 Michigan Avenue, Sheboygan, WI, 53081
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the president of Kabat Financial Services, providing insurance products to P&C clients, and spends nearly full-time on this activity. He is also a managing member of Kabat Advisory Group LLC.
Employment History
Current Registrations
Kabat Advisory Group, LLC
Previous Registrations
Supreme Alliance LLCBroker
Supreme Alliance LLC
Woodbury Financial Services, INC.Broker
New England SecuritiesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.